Reports & data

How to put your data in the spotlight, one report at a time.

  • 133 Topics
  • 290 Replies

133 Topics

C
coleNew Participant
asked in Reports & data

Exporting Activities Broken

I was attempting to follow this Support Page, and the critical “import data” button is missing from the Copper Add-On Menu. See attached photo showing Copper Add-On dropdown with “Get Activities” but no “import data” option. Please help.

0
C
16 hours ago
Z
Zack GatesNew Participant
asked in Reports & data

Match Opportunities With People - Help Article Not Up-to-date

Hello,  I am trying to match up my Opportunities to my People using this workaround: https://support.copper.com/hc/en-us/articles/115002803763-Add-a-Copper-ID-to-the-People-record to create a merge-able set of data that I can merge and migrate elsewhere.The problem is, it is out of date. There is no “ProsperWorks ID” as indicated in Step 7.We need to move forward with our migration. Any help would be greatly appreciated. 

1
Z
1 day ago
G
GLWFS-1New Participant
asked in Reports & data

Activity report for a Contact

I am in an industry where from time to time I will need to create a contact report (PDF) for a single contact with all of their activities (calls, notes, etc) listed in that report.  In other words, if I needed to know everything that I have done pertaining to a contact, this report would tell me that. I have looked around to see how I can accomplish this, but I am not getting any traction. Thanks!

0
G
16 days ago
S
SashenNew Participant
asked in Reports & data

Zip Code Reports

Hi! Is there a report that you can run by all your zip codes?  To create a pie chart and where your business is mostly saturated? 

0
S
1 month ago
M
michfitkidNew Participant
asked in Reports & data

Drill Down in Reports

Reports are pulling from the database using criteria.  When a report shows that I had 20 “activities” that are “SMS” and date is “current day”, somewhere in the background, that list is compiled to count the total.  Why can we not drill down on that data to get a list of all of the SMS sent today.  This is just an example, but I find myself wanting to drill down on most reports to analyze the data or check it for accuracy.  

0
M
1 month ago
S
SashenNew Participant
asked in Reports & data

Report by Customer Zip Codes

Can I run a report to show by zip codes? For instance a Pie chart showing the most saturated zip codes in our client list? 

0
S
1 month ago
J
joshreidNew Participant
asked in Reports & data

Exporting sales transactions

I need to export sales transactions (which is my case are either product sales or donations). I need to see who made the transaction and the date it was made and how much it was.I can’t see a way to export this data to Excel.

0
J
1 month ago
M
michfitkidNew Participant
asked in Reports & data

SMS Tracking Data Not in Reports

One of our favorite things to track is activities.  Phone calls and SMS messages are important touchpoints with our clients so they’re our top 2 activities that lead to sales.  We’ve created a “Morning Activity Report” that shows the previous day’s activities and we utilize the data for analysis in sheets. We were very excited to see we could allow SMS tracking to automatically create those activities as opposed to manual logging, but they don’t show up on our reports.  When we manually log an SMS, it the data is reported.  Is there something we need to do or is this a design flaw?

0
M
1 month ago
R
RainerNew Participant
asked in Reports & data

Opportunities - Board View - edit opportunity card fields

We would like to use opportunities for our product development pipelines.Is there any chance that you can include all fields in the ‘edit opportunity card fields’ drop down menu?We would like to show custom field content on the opportunity cards to help us see at one glance what the next step for that project is and when it should be finished.

0
R
1 month ago
M
matusNew Participant
asked in Reports & data

Calculating opp vlaue

Hi there, I would like to understand how I can set up some automation in sales forecasting. Assume we organise corporate travel for our clients and our average revenue per user per night is $300. I would like to set up an automation that when a sales rep enters a number of nights and a number of participants, Copper would automatically calculate opp value (number of nights x number of participants x our average revenue per particicant per night). Is this possible? Thank you

0
M
1 month ago
M
michfitkidNew Participant
asked in Reports & data

Insight Builder to Dashboard

Is there a way to send an Insight to the Dashboard?  The Dashboards are limited in customization, it seems and I’d like to see a couple of the Insights every morning at a glance.  

0
M
1 month ago
R
RebeccaBEngaged User
asked in Reports & data

Export Tasks and ID for opportunity they are related to

I am trying to export a list of open tasks, but also need a way to identify which opportunity these tasks are related to. Ideally, this would be the Copper Opportunity ID.  Is this possible?

2
DanThor
2 months ago
T
TomBoyleFFINew Participant
asked in Reports & data

Reports - Opportunity Source

We are running a report to track the source of an opportunity, the report has a large number of opportunities listed (Empty Source) - when I look at the opportunities listed, they are filled in for that field… confused… again by Copper… 

1
T
2 months ago
M
MarietteNew Participant
asked in Reports & data

Reports page not loading

I get the following error when trying to go into the reports section: “Looks like we're having trouble loading Copper Reports. Try clicking "Refresh" below, or contact support. If you're a new user, it might take up to 24 hours for data to start loading. Check back soon!Can anyone assist please? Thanks!

1
Michelle from Copper
Copper Employee
3 months ago
H
hayley.croteauEngaged User
asked in Reports & data

Making a report dashboard public

Hi, When reports first came out it, new dashboards I created were public within our org. Now they default to private and I can’t figure out how to change. Can someone help me? Thanks,Hayley 

5
Michelle from Copper
Copper Employee
3 months ago
M
michfitkidNew Participant
asked in Reports & data

Reports Page Not Loading

The reports page has been failing to load and this is the error message, “Looks like we're having trouble loading Copper Reports. Try clicking "Refresh" below, or contact support. If you're a new user, it might take up to 24 hours for data to start loading. Check back soon!I’ve waited 24hrs...for a week and it still doesn’t load.

1
Michelle from Copper
Copper Employee
3 months ago
M
MV kenNew Participant
asked in Reports & data

Reporting: Opportunity Detail insights in pdf reports

In my reports I have a few Opportunity Detail lists.  These allow you to scroll down the list when you on screen.  However, when I prepare a pdf report, only the list items tha can be viewed on screen are printed. I have made the Detail lists bigger to accommodate a longer list but. there seems to be a maximum size (that is currently not long enough for the lists I want to share.  Is there a way to ensure that all items are shown when printing to pdf.

0
M
3 months ago
D
dan22Inspirational User
asked in Reports & data

Reports not working

Hi, new to Copper. I am an admin so I should have necessary credentials to use the reporting function. The account owner can use it on our account.But when I click on reports I get this message:  That didn't go according to plan.Looks like we're having trouble loading Copper Reports. Try clicking "Refresh" below, or contact support. If you're a new user, it might take up to 24 hours for data to start loading. Check back soon! Any suggestions?

8
D
4 months ago
V
vChiefOperationsNew Participant
asked in Reports & data

Downloading Copper Email History and other Activities for a full data backup

We’re working on a major data backup and wondering is there any way to download the email histroy that is logged in Copper?  I’ve backed up all our record data (people, opportunities, etc.) but wondering what else is it possible for me to pull and backup? I’ve tried using the activities add on google sheet, but keep getting an error message…  

1
Gabriel from Copper
Copper Employee
4 months ago
M
MV kenNew Participant
asked in Reports & data

problem adding recipients to scheduled email report sharing

I have a couple of dashboards that I would like to share as scheduled weekly reports. When I select ‘To’ I am offered a list of only a few of our Copper users.  When I try to add email addresses of others (whether they are Copper users or not), the following message appears. The email address deletes itself before I can do anything else.   What am I doing wrong?  

1
Michelle from Copper
Copper Employee
4 months ago
G
GNLNew Participant
asked in Reports & data

SPAM - how to see which contacts marked emails as spam

Is it possible to get a report on how many email targets marked my emails as SPAM?  

2
G
5 months ago
G
GNLNew Participant
asked in Reports & data

updating old emails

I have many old emails I expect are outdated for prospects in Cooper.  I know there are services that can auto update and refresh my data.  Anyone worked with those?  Been able to connect to Cooper?  How’d it work?  

2
G
5 months ago
T
Tia TNew Participant
asked in Reports & data

Logging activites to a client record

Is there a way to track the actual date that a user logged a client activity? If a user logs a phone call three days after the phone call was made - you can back date when logging this activity’s information. Is there a way to see what date the user put that information in vs. the date they want you to see?

1
Michelle from Copper
Copper Employee
5 months ago
Jodi
JodiEngaged User
asked in Reports & data

Automatic Back Up

As we have grown in our use of Copper and the data it holds that we rely on daily - it is becoming more concerning we don’t have an automatic daily back up. In opening a ticket, it seems there isn’t a way to back up, short of me daily creating an export of the different data sets.  Is anyone doing an automatic back up, or do you have a solution other than manually exporting the different data sets?  I am starting with the question, before I log an idea. Thanks

3
Jodi
5 months ago
B
Ben QuieNew Participant
asked in Reports & data

Feature Request - Opportunity Pipelines

It would be very helpful if we could track progress through pipeline stages with reports.  Currently, we have to have 2 pipelines.1st Meeting to Design Agreement Design Agreement to Construction Contract.If we could create reports that track through stages of a pipeline, we wouldn’t have to have the hassle of working through 2 pipelines. 

1
Michelle from Copper
Copper Employee
5 months ago

Badge winners

  • Silver Contributor
    DanThorhas earned the badge Silver Contributor
  • Bronze Contributor
    ARCOhas earned the badge Bronze Contributor
  • Customer Innovator
    lhonghas earned the badge Customer Innovator
  • Super User
    Michelle from Copperhas earned the badge Super User
  • Bronze Contributor
    Gilihas earned the badge Bronze Contributor
Show all badges
Terms & ConditionsCookie settings