There are several methods available for reporting on your Copper data. Each option has its Pros & Cons. Please review the below to see how each option compares the Reports Dashboards.
In-app Reporting Options Comparison
|
Reports Dashboards |
Legacy Reports |
Settings Export |
List View |
|
|
Refresh Rate |
Daily |
Live |
On-demand |
Live |
|
Access |
Admins Only* |
All Users** |
All Users** |
All Users** |
|
Scheduled Emails |
Yes |
No |
No |
No |
|
PDF Export |
Yes |
No |
No |
No |
|
CSV Export |
Yes |
No |
Yes |
Yes |
|
Customizable |
Yes |
Filters |
No |
Filters |
|
Learning Curve to Customize |
Medium |
n/a |
n/a |
Easy |
|
In-App Experience |
Yes |
Yes |
No |
Yes |
|
Activity Reporting |
No, but on roadmap |
Yes |
No |
No |
|
Issues with Large Data Sets? |
No |
No |
Yes. Takes longer to process download. |
No |
|
Cross-Record Reporting |
Yes (for specific relationships) |
No |
No |
No |
|
Timezone |
Pacific Time Only |
User Copper Settings |
User Copper Settings |
User Copper Settings |
* Access for non-admin users for Reports Dashboards in on the roadmap
** Access subject to Visibility & Permissions settings
External Reporting Options Comparison
|
Reports Dashboard |
Google Data Studio |
Google Sheet Add-on**** |
|
|
Refresh Rate |
Daily |
On-demand |
On-demand |
|
Access |
Admins Only* |
Anyone, including non-users*** |
All Users** |
|
Scheduled Emails |
Yes |
Yes |
No |
|
PDF Export |
Yes |
Yes |
No |
|
CSV Export |
Yes |
Yes |
Yes |
|
Customizable |
Yes |
Yes |
No |
|
Learning Curve to Customize |
Medium |
Hard |
n/a |
|
In-App Experience |
Yes |
No |
No |
|
Issues with Large Data Sets? |
No |
Yes. Takes longer to load and may not load at all for very large data sets |
Yes. Takes longer to load |
|
Cross-Record Reporting |
Yes (see FAQ for list of supported relationships) |
Yes (Data Blend) |
No |
|
Timezone |
Pacific Time Only |
Computer Settings of User |
User Copper Settings |
* Access for non-admin users for Reports Dashboards in on the roadmap
** Access subject to Visibility & Permissions settings
*** This must first be set up explicitly by a Copper admin
**** Previously referred to as Custom Report Builder (CRB)