Reports Dashboards: Alternative Options

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)

Was this article helpful? 0 out of 0 found this helpful