Reports Dashboards: Reference Documents - Attributes

Attributes

Attributes are qualitative, categorical values that can be used to show the "how" across your reports, through filtering and segmenting your data.  These field types are text fields, dropdowns, and checkboxes. They are grouped into the following folders.

 

Company

Attribute Name

Description

Company City

The City field within the Address field of the company

Company Contact Type

The Contact Type field of the company

Company Country

The Country field within the Address field of the company

Company ID

A unique ID number for each company

Company Name

The Name field of the company

Company Owner

The Owner field of the company

Company Postal Code

The Zip Code field within the Address field of the company

Company Record URL

The Copper web address for the company record

Company State

The State field within the Address field of the company

Company Street

The Street field within the Address field of the company

Company Tag

The Tags field of the company, the field is split into each tag which will repeat the company record on the insight for each unique tag (NOTE: this can cause inflated measure values if applied incorrectly)

 

Lead

Attribute Name

Description

Lead City

The City field within the Address field of the lead

Lead Company Name

The Company field of the lead

Lead Converted

A True/False value for if the lead was converted into an opportunity

Lead Country

The Country field within the Address field of the lead

Lead Currency

The Currency field of the lead

Lead Email Address

The Work/Personal/Other Email field of the lead

Lead ID

A unique ID number for each lead

Lead Name

The Name field of the lead

Lead Owner

The Owner field of the lead

Lead Phone Number

The Work/Mobile/Home/Other Phone field of the lead

Lead Postal Code

The Zip Code field within the Address field of the lead

Lead Record URL

The Copper web address for the lead record

Lead Source

The Source field of the lead

Lead Status

The Status field of the lead

Lead Street

The Street field within the Address field of the lead

Lead Tag

The Tags field of the lead, the field is split into each tag which will repeat the lead record on the insight for each unique tag (NOTE: this can cause inflated measure values if applied incorrectly)

 

Opportunity

Attribute Name

Description

Opp Currency

The Currency field of the opportunity

Opp Details

The Description field of the opportunity

Opp ID

A unique ID number for each opportunity

Opp Loss Reason

The Loss Reason field of the opportunity, only visible when the Status field is Lost

Opp Name

The Name field of the opportunity

Opp Owner

The Owner field of the opportunity

Opp Pipeline

The Pipeline field of the opportunity

Opp Primary Contact Name

The Primary Contact field of the opportunity

Opp Record URL

The Copper web address for the opportunity record

Opp Source

The Source field of the opportunity

Opp Stage

The Stage field of the opportunity

Opp Status

The Status field of the opportunity

Opportunity Tag

The Tags field of the opportunity, the field is split into each tag which will repeat the opportunity record on the insight for each unique tag (NOTE: this can cause inflated measure values if applied incorrectly)

 

Person

Attribute Name

Description

Person City

The City field within the Address field of the people record

Person Contact Type

The Contact Type field of the people record

Person Country

The Country field within the Address field of the people record

Person Email Address

The first created Work/Personal/Other Email field of the people record

Person ID

A unique ID number for each people record

Person Name

The Name field of the people record

Person Owner

The Owner field of the people record

Person Phone Number

The first created Work/Mobile/Home/Other Phone field of the people record

Person Postal Code

The Zip Code field within the Address field of the people record

Person Record URL

The Copper web address for the people record

Person State

The State field within the Address field of the people record

Person Street

The Street field within the Address field of the people record

Person Tag

The Tags field of the people record, the field is split into each tag which will repeat the people record on the insight for each unique tag (NOTE: this can cause inflated measure values if applied incorrectly)

Person Title

The Title field of the people record

 

Project

Attribute Name

Description

Project ID

A unique ID number for each project

Project Name

The Name field of the project

Project Owner

The Owner field of the project

Project Record URL

The Copper web address for the project record

Project Status

The Status field of the project

Project Tag

The Tags field of the project, the field is split into each tag which will repeat the project record on the insight for each unique tag (NOTE: this can cause inflated measure values if applied incorrectly)

 

Task

Attribute Name

Description

Task ID

A unique ID number for each task

Task Name

The Name field of the task

Task Owner

The Owner field of the task

Task Priority

The Priority field of the task

Task Record URL

The Copper web address for the task record

Task Status

The Status field of the task

Task Tag

The Tags field of the task, the field is split into each tag which will repeat the task record on the insight for each unique tag (NOTE: this can cause inflated measure values if applied incorrectly)

 

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