Reports & data

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

  • 147 Topics
  • 299 Replies

147 Topics

M
MilliNew Participant
asked in Reports & data

Unable to create report

I’ve been asked to create a report showcasing the number of leads and number of opportunities created over a certain period of time, grouped by owner. However, when I went to the Reports tab in Copper, there was nothing but a ‘That didn't go according to plan. Failed to initialize user.’ message. The option to create a Dashboard was also missing. 

1
Michelle from Copper
Copper Employee
1 year ago
J
JonMicNew Participant
asked in Reports & data

altering timeframe in a report

It seems the timeframe (date range) you set in a report filter supercedes the timeframes set on the individual custom insights you add to that report. For example, I want the report to filter the next 4 quarters.Then have one graph I add to that report to show a monthly view of the first 6 months of that period.Then have another graph i add to show a quarterly view for the second 6 months. this doesn’t seem possible. Any ideas?

3
Michelle from Copper
Copper Employee
1 year ago
I
IanNew Participant
asked in Reports & data

How do I generate a list of contacts with no tasks assigned?

I have task lists. How can I find all contacts with no task assigned?

2
I
1 year ago
W
wigopNew Participant
asked in Reports & data

Dashboard Report

Halo Copper Team, Is there any possibility to delete the dashboard report that we already made? and how if we wanna put the “dashboard report” to the “main dashboard” Thankyou

3
Michelle from Copper
Copper Employee
1 year ago
T
TDrawerNew Participant
asked in Reports & data

Exporting or recreating a Legacy Report

There is a bar graph I find really useful under “Sales Forecast” in the Sales section of Legacy Reports. I’d like to export it, but don’t know how. Is there a way to export it, or can it be recreated somewhere else so that it can be exported?

1
Michelle from Copper
Copper Employee
1 year ago
K
Kelly is HereEngaged User
asked in Reports & data

Creating a Conversion Report: Team Members

Hello @Natalie from Copper and @Michelle from Copper I have a followup question.  So I may need to change the information on the conversion report from “owner”  to “team member” or even owners and team members.  How do I change this to see the success of each team member? I have it set up as 1 user but 2 team members and may add more team members before I add more owners. I would like to see how the team member is doing on lead conversion (won/loss/abandon) but cant seem to see how to separate out the team member to view.  The advice you gave to create a conversion report was excellent and easy to follow hoping this is just an “add” to that report or a 2nd report is fine too. Also, not sure if this is important, I have manager status and I have given my assistant just member status. Thank you, Kelly

5
Michelle from Copper
Copper Employee
1 year ago
J
JonMicNew Participant
asked in Reports & data

Scenario forecasting

Is it possible in Copper to build scenarios into reports? In senior management (and for our BoD) we want to look at possible sales outcomes based on a couple ok key variables?  Secondly, we would like to see how accurate our forecasts are over time and adjust our assumptions (e.g. probability of close in any given stage) based on sales performance. Are either of these (or both) possible today within Copper?

0
J
1 year ago
K
Kelly is HereEngaged User
asked in Reports & data

Creating a Conversion Report

Hello All,  I have my system set up as “leads” (those I am trying to reach) and “people” (those I have reached and converted).  I would like to create a report and I have 2 seats (users).  For this report, I would like to have it show the conversion to people broken down to those that have been lost, won or abandoned for each seat. Since I have the professional version the person who was helping me said I should create an insight since the dashboard could only do this in the professional version.  However, I really am not visualizing the best way to do this.  TIA for the guidance!

7
K
1 year ago
J
JonMicNew Participant
asked in Reports & data

Reports not updating

It’s been several days since i updated the stages and some other details of multiple opportunities in the pipeline, and these changes are not being reflected in Reports. Any ideas?

1
Michelle from Copper
Copper Employee
1 year ago
A
AprilNew Participant
asked in Reports & data

Activities Report - Script Runs Too Long and Can't get the rest of my activities

I am trying to get all of the activities on People and Companies using custom reports. The instructions say that “Due to the script execution time limit of 6 mins from Google, this process may need multiple runs.” It tells you to check the last row on the second sheet. If it matches the last row on the third sheet you know it is complete. My last rows are not matching. But when I try to run the script again, I receive this error: “A sheet with the name "User Activities on Companies" already exists. Please enter another name.” How can I get it to run all of my activities?

0
A
1 year ago
L
LeoGon22New Participant
asked in Reports & data

Closed Opportunities with "sent proposal" as stage report

Does anyone knows how to export a report with all Closed Opportunities with certain stage as filter?

3
Michelle from Copper
Copper Employee
1 year ago
C
cjbNew Participant
asked in Reports & data

Reports: reorder bar in my bar charts

Hi there, I have created a view to reflect the value of opportunity at each stage of my pipeline (with some additional filters). Unfortunately I have not been able to change the order of the bars. They should show in the order of my pipeline. This is an attribute used in the “view by” of the custom made report. The only sorting option I see is on the metrics (opportunity value in my case).This seems like a very basic reporting, I was hoping someone could help with this.Thanks,Chloe

1
Michelle from Copper
Copper Employee
1 year ago
P
ProACT SamList views beta tester
asked in Reports & data

Empty report

my reports show my small team members all with the same name \empty value’

1
Michelle from Copper
Copper Employee
1 year ago
S
ShawnEngaged User
asked in Reports & data

Updating of "New reports"

When will the "Reports" start updating more than once a day? this should update as changes are made in Copper so you can see up to the second reports... I was told numerous times since we purchased copper 18 months ago, that this was something Copper was working on. Any idea when this will happen?I posted the same topic more than 5 months ago and the reports still only update once a day, if we are lucky. Last night at 10pm Copper said “Reports are updated as of yesterday”. This means the report that i’m looking at has old data.The last time I posted this I was told on January 18, 2022  “I’m following up internally on this. I’ll let you know as soon as I have more information.” but never heard back and have not seen any change.

5
Michelle from Copper
Copper Employee
1 year ago
C
CathyjbdNew Participant
asked in Reports & data

How do I export a list of tasks?

I am cleaning out old tasks from before my time.  There are several users involved.  How do I export open tasks with filters on it?  Also, I added Company as a column, and it isn’t showing up on the report once I receive the export.   

6
Michelle from Copper
Copper Employee
1 year ago
J
Jim DNew Participant
asked in Reports & data

Creating a report listing contacts made with a certain target category of customer

Would like to periodically produce a report for our principals listing contacts/impressions made our organization’s made with a particular target audience.

2
Michelle from Copper
Copper Employee
1 year ago
O
obekingNew Participant
asked in Reports & data

Flighting Revenue To Reflect Accurate Pipeline Distribution

Team - I am trying to get a handle on how flight revenue correctly in the pipeline feature.  For example, if i close a deal that is to run revenue over a period of six months, I want revenue to reflect in each of these 6 months and not all in the month the deal closed.  Is there a way to flight how the revenue gets recognized in the pipeline?  Surely I am not the only one to have asked this question…..support BOT was not helpful. Thanks in advance.Holly

1
Michelle from Copper
Copper Employee
1 year ago
J
JoelCNew Participant
asked in Reports & data

Weekly reporting

I am currently trying to gain some insight into our processes. I’m curious if I can run a report showing how many leads were entered → to how many were converted to an opportunity. Is this possible to show on a week by week basis?

3
Michelle from Copper
Copper Employee
1 year ago
D
donbowmanEngaged User
asked in Reports & data

report sharing: users are not in list

The support chat from copper has vanished, so i’ll ask this here. I don’t really understand the ‘legacy vs new’ reports, but… in ‘new reports’, none of the users can see them. Only the admin. Even the menu item is missing on the left edge.I click on the ‘share’ icon on a report, but only the admin user (plus some etl account @ gooddata) is present.so… how can my team use this feature?  are reports only for the admin?Also, the performance is just awful on these new reports. Is there any improvement on the horizon? its quite hard to use a web interface that takes so long to load when you click. 

3
D
1 year ago
Jodi
JodiEngaged User
asked in Reports & data

How to build Insight for All new leads not only converted

We are trying to build an insight for all New Leads. We have it built by Lead Owner, Lead Source, Lead Status, Lead Converted and Lead Count. It will show us the converted numbers, but we want to know how many leads were generated be each owner during the time period, not only converted (qualified) leads. What am I missing to make it work?   

6
Michelle from Copper
Copper Employee
1 year ago
K
KizNew Participant
asked in Reports & data

Report - attribute field error

Hi,Has anyone noticed that when they add an attribute filter to a report the data options under the attribute selected do not match the attribute selected?They relate to a different attribute and not the one l selected

3
Michelle from Copper
Copper Employee
1 year ago
L
LexieNew Participant
asked in Reports & data

Reporting Opp Source ?

Hello! I had initially used a multi-selection drop-down to record custom field of source… only to find out after the fact that it does not feed into Source for sales reporting - oops! Before going into edit 1 by 1 each Opp Card, can someone please confirm that this field, with my custom sources, will in fact feed into the Source Report? Due to the 24hour delay in syncing, I can’t see the field attributes in my report now, and I dont want to spend the day editing only to find out later it doesn't feed into the Source Report.Thank you so much!!Summary: Does the custom data in the highlighted field below, when used in Opp Pipeline, feed into Source Reports? It’s not “drop down” but the icon/legend  is a Large dot with a smaller dot inside it.  

3
Michelle from Copper
Copper Employee
1 year ago
D
donbowmanEngaged User
asked in Reports & data

report editing: how?

In the help it says ‘click the edit button’.Where is this edit button? Each dashboard appears write once to me.All I can see is the ‘share’ button, which only allows selecting the admin.  

3
Michelle from Copper
Copper Employee
1 year ago
M
mnorcottNew Participant
asked in Reports & data

User Activity Report

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

1
Michelle from Copper
Copper Employee
2 years ago
M
meganmEngaged User
asked in Reports & data

Drill down into pipeline projection

I am looking for a way to show details about opportunities for open opps with close dates this quarter, and, importantly, have *the same view* of these details for everyone.What I know so far: if you look at the pipeline itself, create a filter for status = open and close date = current quarter, you get the right content. However, when you select and rearrange columns so that only the info you want is shown, and in the order you want it, that view applies only to you. The next person who selects that filter (if you’ve saved it as a public filter) sees the content but not the arrangement and editing of columns. I need everyone to see the same columns in the same order.Over in legacy reports, pipeline reports don’t allow a drill down with opportunity fields showing, it appears.In the new reports, I don’t see a way to filter by close date.Am I missing something? TIA

9
Michelle from Copper
Copper Employee
2 years ago

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