How to make a weekly appointments report
Generating a weekly appointments report in Copper involves opening Reports & Dashboards, configuring an activity report, filtering by type and date range, and grouping results by agent. The process takes around 20 minutes, and some export features require the Business plan. In Teeo, you just send one message.
How to do it in Teeo
“Give me this week's appointments report”
You receive the weekly summary grouped by day and agent, with totals and status for each appointment.
How to make a weekly appointments report in Copper: step by step
Requirements
- ·Basic reports are available on all Copper plans. Customizable dashboards and advanced export require the Business plan (~$59/user/month).
- ·Appointments must be logged as 'Meeting' activity type in Copper to appear correctly in the report.
- ·Copper requires an active Google Workspace account to function fully. Without it, many features are disabled.
Log in to Copper
Go to app.copper.com and sign in with your linked Google Workspace account. Copper requires Google authentication to function.
Navigate to the Reports section
In the left sidebar, click 'Reports'. Here you will find all pre-built reports and the option to create custom reports.
Select 'Activity Report'
Inside Reports, find and click 'Activity Report'. This report covers all activities logged in Copper, including calls, emails, and meetings.
Filter by activity type 'Meeting'
In the filters panel, find the 'Activity Type' field and select 'Meeting'. This excludes calls, emails, and other activities that are not appointments or meetings.
Set the date range to the current week
Click the Date Range selector and choose 'This Week'. Copper will automatically calculate the range from Monday to Sunday of the current week.
Group results by user
Find the 'Group By' option and select 'Assignee' or 'User' to see the breakdown of appointments per team agent. You can also select 'Date' to see the daily distribution.
Review the data in the results table
Verify the table shows the relevant columns: activity name, date, status (completed / pending), associated contact, and responsible agent. Use the column selector to adjust the view if needed.
Apply additional filters if needed
If you need to filter by a specific agent or pipeline, use the additional filters available in the right panel. This is useful if the team manages multiple pipelines with different owners.
Export the report
Click the 'Export' button or the download icon to get the report in CSV format. On the Business plan you can also save the report as a custom dashboard for recurring access.
Frequently asked questions
Where do you create appointment reports in Copper CRM?
Appointment reports in Copper are generated from the 'Reports' section in the left sidebar. You need to open the 'Activity Report', filter by activity type 'Meeting', and set the desired date range. Basic reports are available on all plans, but custom dashboards and advanced export require the Business plan.
Can I see weekly appointments by agent in Copper?
Yes. In Copper's Activity Report you can use the 'Group By: Assignee' option to break down appointments by each team agent. You can also filter by a specific user if you only want to see one person's appointments during the week.
Do I need Google Workspace to use Copper's reports?
Copper requires an active Google Workspace account to function fully. Without Google Workspace, many features — including activity sync with Google Calendar and full access to reports — are disabled. This is a fundamental limitation of the platform.