Question

User Activity Report

  • 18 April 2022
  • 1 reply
  • 11 views

How do I pull a report that tells me what my employees are doing daily in Copper?


1 reply

Userlevel 6
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Hi @mnorcott, thanks for posting! You can include Activity information in your Reports. This would allow you to see how many Phone Calls someone logged or how many emails they sent, for example.

I recommend you check out this guide to get started:

 

The fastest way to get started is to use our Activity by User dashboard template. In the Copper web app, go to Reports > Add Dashboard > Start with a Template > Activity by User.

 

If you prefer a bit of live help, my colleague Kevin also runs a weekly Reports Q&A.

Let me know if that’s helpful! :)

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