All Collections
Reports
🎥 Custom Reports: Getting Started
🎥 Custom Reports: Creating & Editing a Reports Dashboard
🎥 Custom Reports: Insights Builder
🎥 Custom activity reports - getting started & best practices
🎥 Reporting: tracking Opportunity value changes
🎥 Custom Insights: formatting and adding sums to tables
Custom Reports: Dashboard Templates
Custom Reports: Filtering Reports, Dashboards, and Insights
Custom Reports: Including Custom Fields on Insights and Dashboards
Custom Reports: Sales cycle length and days in stage
Custom Reports: User Access to Custom Reports
Custom Reports: Custom Insight Example - Cross-Record Reporting
Custom Reports: Exporting a Dashboard or Insight
Custom Reports: Custom Insights Example - Bar Chart
Custom Reports: Frequently Asked Questions
Custom Reports: Custom Insight Example - Pivot Table with Calculated Measure
Custom Reports: Sharing Dashboards via Scheduled Email
Custom Reports: Reference Documents - Attributes
Custom Reports: Reference Documents - Metrics
Custom Reports: Alternative Options
🎥 Using Copper's Google Sheets Add-On
Google Sheet Add-on: How to export Activities
Google Sheets Add-on: Report on the relationship between records
Looker Studio: connect Copper and build reports
Looker Studio: How to Use Templates
Looker Studio: Report on average deal size
Looker Studio: Report on Leads created, converted to Opportunities and avg close time
Looker Studio: Pull data from Google Sheets Add-on into Looker Studio