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 |
4x daily |
Live |
On-demand |
Live |
Access |
Admins by default; can be enabled for users |
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 subject to Visibility & Permissions settings
External Reporting Options Comparison
Reports Dashboard |
Google Data Studio |
Google Sheet Add-on**** |
|
Refresh Rate |
4x daily |
On-demand |
On-demand |
Access |
Admins by default; can be enabled for users |
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 subject to Visibility & Permissions settings
*** This must first be set up explicitly by a Copper admin
**** Previously referred to as Custom Report Builder (CRB)