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Live Reports Q&A - Wednesdays 8am PST

  • 20 April 2021
  • 1 reply
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Live Reports Q&A - Wednesdays 8am PST
Ken from Copper
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Userlevel 4
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 👉 Sign up here for our Reports Q&A 👈

Wednesdays 8am - 9am PST 

 

In this session, we’ll do a 15-minute walkthrough followed by up to 45 minutes of Q&A time.

Feel free to bring your questions on:
- In-app Reports, Dashboards, and Insights
- Google Data Studio
- Google Sheets Add-on
- Exporting data

In order to get the most out of this session, we recommend you review our reporting resources in the Copper Community.

Note: The webinar will end early if there are no attendees in the first 15 minutes.

Not finding what you're looking for? Check out our other webinar options here.

 

Can’t attend live? Check out the recording below!

 

Ken (Copper)
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Michelle from Copper
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Userlevel 7
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Here’s the session recording from May 5 2021. 

In addition to our core agenda, we talked about:

  • Adding any custom fields (such as Division or Upsell Potential) using the Configure Custom Fields button in the top right. Note, many of them may have been added for you automatically depending on how many custom fields you have.
  • TIP: I recommend you add all your custom fields now so they'll be included in your next data refresh.
  • To schedule an email, go to a Dashboard and click the [...] in the top right corner. You can also export your Dashboard as a PDF.
  • You can export individual Insights as a CSV or XLSX file by hovering over it and clicking the [...].
- Michelle, Senior Customer Enablement Manager
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