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)
@tegand , thank you for sharing your question into the Copper Community!
I’ve included some resources below to help you get started with Reporting in Copper, I highly recommend joining our weekly Reporting Q&A drop-in, here you can get support live with a Copper expert.
Reports in Copper: an introduction
Adding days in stage to a Report or Insight
Creating a pipeline progression report
How to build a custom Insight