Copper

🎥 Custom Reports: Getting Started

Custom Reports: Creating & Editing a Reports Dashboard [video]

🎥 Custom Reports: Creating & Editing a Reports Dashboard

🎥 Custom Reports: Insights Builder

Custom activity reports - getting started & best practices

🎥 Custom activity reports - getting started & best practices

Reporting: tracking Opportunity value changes

🎥 Reporting: tracking Opportunity value changes

🎥 Custom Insights: formatting and adding sums to tables

Custom Reports: User Access to Custom Reports

Custom Reports: Custom Insight Example - Cross-Record Reporting

Custom Reports: sales cycle length and days in stage

Custom Reports: Sales cycle length and days in stage

Custom Reports: Custom Insights Example - Bar Chart

Custom Reports: Frequently Asked Questions

Custom Reports: Custom Insight Example - Pivot Table with Calculated Measure

Custom Reports: Reference Documents - Attributes

Custom Reports: Reference Documents - Metrics

Custom Reports: Alternative Options

Custom Reports: Including Custom Fields on Insights and Dashboards

Success at Copper

Chris Clark

Custom Reports

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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