All Collections
Reporting and data management
Importing Tags onto Existing Records
How to prepare a file for import
Import your Data
Importing from Google Contacts
Update Records on Import
Export your data from another CRM or Service
Export data from Copper
How to export my data from another service?
How to convert a Google Sheet to Excel for import
Import Activities via Google Sheets
Importing Tasks
Common Issues with Importing Data
Reports Dashboards: Creating & Editing a Reports Dashboard
How to reformat dates in a Google sheet
Import data into Copper
Reporting on sales cycle length and days in stage
User Access to Reports, Dashboards, and Insights
Reports Dashboards: Custom Insight Example - Cross-Record Reporting
Reports Dashboard: Getting Started
Reports Dashboards: Dashboard Templates
Reports Dashboards: Sharing Dashboards via Scheduled Email
Reports Dashboards: Exporting a Dashboard or Insight
Reports, Dashboards, and Insights: Frequently Asked Questions
Reports Dashboards: Custom Insight Example - Pivot Table with Calculated Measure
Reports Dashboards: Custom Insights Example - Bar Chart
Reports Dashboards: Insights Builder
Reports Dashboards: Reference Documents - Attributes
Reports Dashboards: Reference Documents - Metrics
Reports Dashboards: Alternative Options
Looker Studio: connect Copper and build reports
Homepage Dashboards: Today and Activity
Using Copper's Google Sheets Add-On
Looker Studio: Pull data from Google Sheets Add-on into Looker Studio
Homepage Dashboards: Leads and Sales
Looker Studio (formerly Data Studio): How to Use Templates
Homepage Dashboard: Goals
Looker Studio: Report on Leads created, converted to Opportunities and avg close time
Legacy Reports: Activity By User
Looker Studio: Report on average deal size
Google Sheets Add-on: Report on the relationship between records
Legacy Reports: Pipeline Projection
Legacy Reports: Pipeline Summary
Google Sheet Add-on: How to export Activities
Legacy Reports: Pipeline By Source
Legacy Reports: Sales Forecast
Legacy Reports: Sales Performance
Legacy Reports: Sales By Owner, Source, and Loss Reasons
Reports Dashboards: Including Custom Fields on Insights and Dashboards
Reports Dashboards: Filtering Reports, Dashboards, and Insights