Reports & data

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

  • 111 Topics
  • 264 Replies

111 Topics

J
Juan FernandoNew Participant
asked in Reports & data

Inactive user history data

Hi,I have members of the team leave the company and I usually re-assign their account available to a new member, but I would like to keep the data from the ex.member separately for data analysis.Is there a way to do this? 

1
Michelle from Copper
Copper Employee
1 year ago
E
EmclarkNew Participant
asked in Reports & data

Tracking Days Between Opportunity Created and Result - Reporting

Is there a way to track the number of days between opening an opportunity, and when that opportunity reaches a specific stage in a pipeline? I’ve figured out how to calculate the days between Open and Closed, but I’m really hoping to be able to track how long it takes an Opportunity to move from Open to reach Negotiations Started, or Negotiations Start to Won. 

3
alex
2 years ago
M
MMellonNew Participant
asked in Reports & data

Will my custom fields appear in the Copper Custom Report Builder (Google Sheet Add-on)

I’m trying to use the Custom Report Builder to create a pivot table analyzing data contained in custom fields that I created days ago.  Which columns appear in Custom Fields exports made using the Google Sheets Add-On? How often do these columns update?  What dictates the order in which columns appear in the export?

5
Michelle from Copper
Copper Employee
2 years ago
darrenph
darrenphNew Participant
asked in Reports & data

Activities in new Reports Dashboard

I'm trying to replicate the "Activity by User" legacy report in the new reports- is this possible? I'm not seeing activity data attributes in the new reports

1
Ken from Copper
Copper Employee
2 years ago
MaryanneL
MaryanneLEngaged User
asked in Reports & data

What is the difference between Reports and Legacy Reports?

I see both in my sidebar but I’m not too sure what the difference is. 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.

1
Evan from Copper
Copper Employee
2 years ago
darrenph
darrenphNew Participant
asked in Reports & data

What are attributes and metrics?

What are attributes and metrics and what’s the difference?

1
Evan from Copper
Copper Employee
2 years ago
Ravi
RaviEngaged User
asked in Reports & data

How often does the data refresh in Reports/Dashboards?

It’s telling me “Data last synced 11 hours ago” - how often is it supposed to sync?

1
Evan from Copper
Copper Employee
2 years ago
Ravi
RaviEngaged User
asked in Reports & data

What is the difference between Dashboards, Insights, and KPIs?

Can someone please clarify the difference between these items? Thank you very much

1
Evan from Copper
Copper Employee
2 years ago
Ravi
RaviEngaged User
asked in Reports & data

I'm not seeing all my custom fields in the custom field configuration for Reports.

Hi, I’m trying to add custom fields in the custom fields configuration but I don’t see all of them as an option. I’ve checked both Metrics and Attributes but don’t see them all. Can someone help?

1
Michelle from Copper
Copper Employee
2 years ago
MaryanneL
MaryanneLEngaged User
asked in Reports & data

Why is my data not showing in my dashboard?

I imported my data today but it’s not showing in Reports?

2
Michelle from Copper
Copper Employee
2 years ago
MaryanneL
MaryanneLEngaged User
asked in Reports & data

The months in my Insight chart are out of order. How do I fix this?

Is it possible for the chart to show months in sequential order? I haven't been able to find a way.

1
Michelle from Copper
Copper Employee
2 years ago

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