Need to make better use of your Copper data? Want to cut through the noise and only see information that pertains to you? You're in luck!
If you're looking to report on performance around certain metrics like won/lost opportunities or sales data, Legacy Reports is a built-in tool with set criteria to help analyze your Copper data. These reports are out of the box and will empower you to generate quick reports to allow you to make better business decisions.
If you are on our higher-tier plans, like Professional or Business, you have access to our new Reports tool. These are completely customizable allowing you to get granular with your account performance and customize it to fit your needs. Please note, if you're considering an upgrade to gain access to Copper's new reports and would like to learn more, join our Live Reports Q&A and we'd be happy to show you the ropes!
Filters let you create a list of records that meet a common value. Narrow down a list of records based on the criteria you choose to find those values. Additionally, you can, then save that filter for easy access each time you log into your account if you set that saved filter as your default.
Beyond the standard filter-able criteria, if you have saved custom fields you can use that unique information to also filter down your list to find that specific information. Your interaction with Copper just got more personalized!
What type of filters do you have saved that have made your day-to-day more efficient and effective? Let us know in the comments below!
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