Reports & data
How to put your data in the spotlight, one report at a time.
- 111 Topics
- 264 Replies
"New Reports" Updating
When will the "New Reports" start updating more then 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 12 months ago, that this was something Copper was working on. any idea when this will happen?
Sales report tracking - company name, contact name, weighted rank, notes section
I’m interested in customizing a weighted opportunity report so that prospective companies are ranked by the liklihood of closing new business. Headers would include company name, contact name, weighted rank, notes section
How can I track proposals sent?
I tried getting some help on this a while back, but nothing came of it and I’m still doing this manually. But new year, new optimism!I want to track how many proposal get sent / month. And be able to break that down by Month / Q / Year. My best idea was to create a custom field on opportunity (Proposal sent) that automatically populates with a DATE when I move it between stages (Proposal → Follow up) in my opportunity pipeline. The idea was to count records with proposal sent in certain dates (this month, this Q, this year) but it looks like DATE fields don’t appear either as attributes or as part of the date filter drop down. Has anyone tackled an issue like this?This feels like it should have a very easy solution but I can’t crack it.
Is there a way to delete an Insight that has been built? I have tried to look in the Help Center and search the questions here in Community and I can’t see to find how to delete. I see how to edit, but I have several duplicate insights that were created while learning how to work with them. Trying to clean them up.
How to delete a Dashboard in the Copper Web Platform
Hey There,I am new to the copper platform, and I want to get my hands into making a new dashboard for my org. Although, I need to know how to delete it or at least hide it. I don’t really want to make a mess of the current state. Would there be a solve? I currently do not see the option to hide or delete… unless you have to be the creator/owner of the report? Thanks for your help,Monika
Understanding Reports Date Ranges
I’m working on gathering EOY metrics for my company. When I select a date range on Copper’s Reporting dashboard it seems like Copper automatically sorts by close date. Is that correct? Is there a way to select by the date when I create an opportunity in Copper instead?
Legacy Reports Activity Report - Detailed insight
In Legacy Reports when viewing activities; Is there a way to get more detail or take the user to all the activities that have been completed to view them? Can I click on the meetings for a rep or other activities and be brought to a page that lists them in a view with the most recent being listed from top to bottom? Thanks, Rob Note from Copper: Legacy Reports will be sunset at the end of 2022, and are not available for net-new customers as of April 2022. Admins can use our reporting suite to track company performance.
Hiding Columns Used For Calculated Measures In Insights Builder/Dashboards
In Insights Builder tables, is there a way to hide columns that are used to create calculated measures?For example: I am interested in calculating and displaying the percentage of leads that receive a demo each month, but I don’t want to display the raw numbers used to calculate that percentage.
Can Commission Calculation Be Added to Dashboard as Forecast?
I run a real estate brokerage firm, i will be relying heavy on accurate reports and using the CRM as a tool that will allow me and my individual team members to scale their business by knowing the anticipated commission from deals.Can Commission Calcution be added to the Dashboard as a forecast?
Calendar Event activity type - what is the source?
I think that the “Calendar Event” activity type is intended to relate to any event that occurred in the past that has at least one Person or Lead listed as an attendee at that event.But, when I view the Activity by User Legacy Report, the counts are much higher than I would expect. For example, when I filter on the current week, I see a count of 6 activities of type “Calendar Event” but my synced Google Calendar only has two events that included an attendee that is a Lead or Person in Copper.I haven’t found a way to “show me the 6 calendar event activities” that are referenced in that legacy report, which makes this challenge to determine what might be causing the unexpectedly high count. Has anyone else run into this inflated activity count for Calendar Event types?
Reports - Insight Builder - Tag Function not working
I have a Insight where I want to filter out a specific tag for People Data. When I created this insight, the removal of the tag worked correctly. Fast forward a week, and the tag removal no longer works. I get the same number of clients whether the tag is turned off or on. The underlying data is correct. The only change I have made to the people data since the creation of this insight was to downloaded/re-imported all of my people data for some data cleaning. I did not touch the Tag field and if you look at the People page, the tag still exists. Has anyone else ran into this issue or have potential solutions?
Data syncing in reports - what time?
Hello, I have read on Copper that the data sync for Copper reports happened every 24hours. However I have not been able to find exactly what time this sync occurs? We would like to know when that happens in order for our scheduled emails to always send over reports with data that is up to date. Is there a way to set up a specific time for when we wish that sync to occur? I appreciate anyone’s help and information on this!Thanks
Reporting on Pipeline/ stage stats
I just wanted to ask if anyone knows whether there is a way to report on what the state of the pipeline is as the report is sent? I am keen to report on the current Opp count in each stage, the current values etc, but almost in real time as the report is sent. Thanks :)
Do you know how to create a cohort analysis for understanding the pipeline mechnics
I would like to understand how opportunities move through the pipeline, e.g.what are the conversation rates from stage to stage how long do opportunities stay in a stage and so forthDo you know where to find this or how to create such a report?
Tracking proposal sent / month
One of the heart beats of my business is how many proposals sent a month. If we do 4 & 75% conversion, we’re good. I’m trying to find a way to track this metric. I’ve tried a few approaches on this and did have a very manual solution but I want to make it easier to manage.Currently, my best idea was to create a custom field on opportunity (Proposal sent - DATE) that automatically populates when I move it between stages (proposal → follow up) in my opportunity pipeline. The idea was to count records with proposal sent in certain dates (this month, this Q, this year) but it looks like DATE fields don’t appear either as attributes or as part of the date filter drop down. Has anyone tackled an issue like this?
Your opinion matters! Reports feedback survey
Hi Copper! It’s Andrew from the product team. We’re looking for feedback and opinions on our recently launched Reports feature.Let us know what you think in the survey linked below! Reports feedback survey We’d love to hear from you! If you haven't had the chance to try Reports yet, please answer the first question and let us know why. We value your time and your candid feedback, and we appreciate you taking the time to provide your feedback.We use this feedback to help set our product priorities. Make your voice heard by taking the survey! Kind regards,Andrew S, Sr. Product Manager
I am trying to export the current opportunities, but the reports seem to include old deleted opportunities and do not include the most recently added. Even where I have changed the value - the report still stubbornly includes the old value. Any suggestions on this would be most appreciated. Thank you.
Copper is no longer auto refreshing. For instance it does not refresh opportunities when I sort them in a new order which it has always done up to now. Also the tasks list is not refreshed with up to date data when you revisit it. You have to press F5 to refresh. It used to do this itself. What has gone wrong?
How to calculate Lead Conversion Rate between leads and Opportunity in Reports/Insights
Hi Team,From my understanding, we can create special calculation using Insights Builder right?But how do we calculate Lead Conversion Rate between leads and Opportunity in Reports using the Scorecards / Key Performance Indicators? Thanks-Mervz
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