Reports & data

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

  • 111 Topics
  • 264 Replies

111 Topics

Q
QQQNew Participant
asked in Reports & data

Dashboard - Calendar Event not in Google Calendar - How to remove

On my Copper Dashboard it keeps showing a calendar event for Today ( and Every Tuesday and Thursday), but the Event(s) are not on my Google Calendar.  It was initially setup as a recurring meeting by someone else through google calendar, but that recurring meeting stopped.    When I click on the event from the dashboard, it goes to my Google Calendar and does not find it. Other events seem to be syncing correctly. How do I remove this meeting from showing in copper that is not in my calendar. It also ends up showing in the daily emails that I have a meeting I do not have. 

1
Michelle from Copper
Copper Employee
1 day ago
V
VirveVNew Participant
asked in Reports & data

Copper exporting wrong data to google sheets

Hi, We have quite a few reports built in google sheets and I have come across with an issue that is affecting our reports. When I pull (refresh) opportunity data from Copper to a google sheet report, the data that arrives into the tab is lead data instead of opportunity data. This started to happen around two weeks ago. The reports and refreshing the data has worked before without any issues. Any advice what can be done?  

1
Michelle from Copper
Copper Employee
9 days ago
J
jleterovNew Participant
asked in Reports & data

How to create cumulative line charts

To develop a forward looking forecast, I want to show the cumulative effect of the orders (ARR) closing in the future….ie if Q1 is 1M and Q2 is 1M I want Q3 to start w/2M.  Every CRM seems to do this out of the box but just can figure it out in Copper.  When the VC asks, how much ARR will have by end of year I have to add up each spike in my chart:-)

1
Michelle from Copper
Copper Employee
1 month ago
A
AmyAtArtisanNew Participant
asked in Reports & data

Can I use tags to create a report?

I am trying to create a report that collects everything I have tagged. It will only let me filter to show ones that have been tagged but it will not bring in new tags. Is there anything I can do to help that?

1
Michelle from Copper
Copper Employee
1 month ago
D
dawnauNew Participant
asked in Reports & data

create an activity report that filters on custom field

Hello,I am running a campaign and have created a custom dropdown field with the Campaign Name in Leads. I want to track the activity for that campaign. I’ve used the activity template and have added the CF to the filter in the report, nothing filters. I wait hours for an update and nothing filters. I get the same information on all of my activity reports, nothing filters.I need to know how many calls and emails are being made for this specific group of leads. Is this possible with this application? I’ve implemented and administered several different CRMs and have not has these these types of delays and complicated steps for seemingly simple reports. Are there settings that I am missing? I’ve gone to the knowledge base and video’s, followed the instructions, so I must be missing something.Thank you!

0
D
1 month ago
D
dawnauNew Participant
asked in Reports & data

person list with only activities

Hello,I’ve tried to create a report that show who the person was that was attached to an activity. I can’t find how to turn off the filter that says “include 0). I don’t want to see the entire list of people, just the ones who have an activity attached. Seems like it should be easy, but I’m not seeing it. Thank you!

0
D
2 months ago
A
andrewbermudezEngaged User
asked in Reports & data

Calculating Win Rates Based on Date of Sales Discovery Call

Hi Copper Team, I’d like to run a report where I can see the Discovery Calls that happened in a specific date range, and which of those deals closed. We have an Activity Type called, “Discovery Call”. I want to tell Copper, “show me all the discovery calls that happened in the month of February, and show me which of those deals have closed as of today”.How do I do that?

0
A
2 months ago
T
trichesList views beta tester
asked in Reports & data

Forecast by Month and Opportunity Report Template

Hi, is there a template for report like this, or a tutorial that would help me build it? Thanks 

2
T
2 months ago
K
kyla.oneillEngaged User
asked in Reports & data

Using Close Date in Reports

Is it possible to use Close Date in Reports?Specifically, I am trying to see a dynamic view of how many open opportunities are assigned to each owner each month based on the opportunities’ close date. For us, close date is a fixed date when the opportunity will be closed out, so we would like to be able to see a view of our owners’ caseloads each month based on how many opportunities will be open at that time. Is this possible?

1
Chris from Copper
Copper Employee
2 months ago
A
atreesaraNew Participant
asked in Reports & data

Dashboard based on email response times?

Is there a way to build a dashboard or generate a report based on email response times, specifically for contacts that are in a particular project?

1
alex
3 months ago
E
emma.enogiaNew Participant
asked in Reports & data

Filters on reports

Hello,I have my filter Key opportunities on my pipelines and I would like to be able to trace this key opportunities building a weekly report showing (my new opportunies of the week) I tried however I can’t find Key opportunities in the Report dashboards.. Can someone help me?Thanks! 

0
E
3 months ago
P
patrycjadEngaged User
asked in Reports & data

Report showing stages out of order

Hi, could someone advise how I can re-organise the order in which stages are showing on my report? It’s showing it out of order. I have seen a previous discussion similar to my inquiry, and I have already changed the ‘View by’ to display Opp Stage as ‘Opp stage rank’ but that just assigns numbers to the stages in the order in which they appear on the report- not in the actual stage. Screenshot below for reference- the order in the actual pipeline is ‘Inquiry, Qualification, Scheduling, Scheduled, Follow-up, Proposal/Quote, Contract’. Please can someone advise on how I can solve this? Thank you!

5
Michelle from Copper
Copper Employee
3 months ago
S
StephanieEngaged User
asked in Reports & data

Opp Win rate calculation

Hi, I would like to understand how the Opp Win rate % and Opp Value Win rate % are calculated. Thank you.

4
S
4 months ago
K
kramersNew Participant
asked in Reports & data

Accessing reports

I am on the free 14 day trial but cannot access the Reports section of the platform. When I click “Request Access” I get “Something went wrong” error. How can I get into the Reports area to see what the reporting functionality consists of? Thanks.

0
K
4 months ago
R
Rob Jones at ASEEngaged User
asked in Reports & data

Deleted Opportunities Still Appearing in a Report

We are running a report that lists the Opportunities (the courses the student is taking) attached to individual Person records (the student), filtered by a Tag (the semester in which they are studying). The Opportunity relates to them through a Custom relationship field.The report is showing Opportunities that the student is no longer related to (because they swapped courses), even if I slap a date filter on it…Can anyone advise what is happening, and how to ensure that only those Opps that the Person is connected to show up, please?

2
R
4 months ago
T
tegandNew Participant
asked in Reports & data

How to create Lead Activity Reports

I’m looking to create an activity report for leads in Copper and can’t seem to figure out how to build something that will allow me to see: interactions by activity type so we can understand what methods or interactions are working with leads the number of follow ups by interaction type how to track activities against leads (how long they are in a status)

1
Chris from Copper
Copper Employee
4 months ago
R
rachelsNew Participant
asked in Reports & data

Customer setup for reporting

Hi! I have recently started at a nonprofit for women who have genetic mutations for breast and/or ovarian cancer or have received a diagnosis.  We send out care packages to these women.  We currently have a field in the person’s information where we manually type in the date that it has been sent.  It is not set up to recognize it as a a date so we cannot count how many care packages we have sent over a certain amount of time.  Any advice on how to set up a person’s contact information where we can set it up so we can count how many care packages we have sent over a period of time? TIA,Rachel

0
R
4 months ago
A
andreasaydeNew Participant
asked in Reports & data

How can I include emails in the report I pull for abandoned leads?

Hi there,  I am looking to pull a report of all the leads that were abandoned last year and need it to include the email addresses.  How can I do this? I seem to only be able to pull a report that includes names and organization.  Thanks

2
A
4 months ago
J
jaypiNew Participant
asked in Reports & data

Conversion Time Report

Looking to generate a report that lets me know the amount of time from when a lead is create to the time they make a purchase/become a person/won  

1
Chris from Copper
Copper Employee
4 months ago
J
jtagliaferroEngaged User
asked in Reports & data

Report on time to close opportunities

HI,  I’m trying to create a report/insight into how long it is taking opportunites to move through the pipeline. I have created the automation to show the number of days in each stage- but I’m stuck on pulling a report on average time to close. 

6
Michelle from Copper
Copper Employee
5 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… 

0
T
5 months ago
M
Matthew LongNew Participant
asked in Reports & data

Can the display of Headline values be modified?

I’m attempting to do something that I thought would be pretty straightforward.I’d just like to create a Headline that shows what percentage of Leads are from a specific source “Client Referral”:If I switch the primary metric to %, it just adds zeros to the end of the number rather than doing any calculation.The “Versus” value is useful in this case, but I can’t find a way to customize it to show what percentage are “Client Referalls” and instead it displays the opposing value (how much smaller 35 is vs 1,105)It’s technically usable but a very weird way to present this very simple KPI and I expect it to cause a lot of confusion. “So, -97% means roughly 3% of our leads are “Client Referrals?”The fact that there are options to display in % leads me to believe I must be doing something wrong, and I am missing a setting or features somewhere… Surely this must be the case because nobody would ever want switching an integer to a percent to just add zeroes to the end?Any helps is appreciated!

3
Michelle from Copper
Copper Employee
6 months ago
B
brittdozNew Participant
asked in Reports & data

Copper Extension greyed out in gmail

I updated my google chrome browser and now the Copper extension is greyed out. I have removed and reinstalled the extension with no resolve.  I noticed Copper was updated 11/29/22. My entire office is experiencing this issue. Please help.

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

Duplicate bespoke Dashboards

I would like to be able to duplicate a bespoke report Dashboard as a template for another Dashboard.

3
Michelle from Copper
Copper Employee
6 months ago
W
WlwongNew Participant
asked in Reports & data

Reporting: Count of Opportunities in Stages

How do you check how many opportunities went into a certain pipeline stage? for example, how many companies have received a demo for a certain period like January 1 2020 to June 30 2021.

1
Michelle from Copper
Copper Employee
7 months ago

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