Custom reporting tips

If you find yourself needing a custom report, here are some ways to build custom reports:

1. We recommend exporting your data to a Google sheet and filtering. It is very basic, but will allow you to use Google Sheet filters, formulas and graphs.

2. For more advanced reporting, we recommend downloading the Google Sheets Add-on to build your own custom reports.

3. Next, for more detailed reports on activity in Copper you can export activities and roll them up (available on Professional  Business plan) 

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