In this article:

We’ve redesigned Reports to give you a more unified and flexible workspace — making it easier to create, organize, and collaborate on your Reports.

What’s new:

Let's walk through what's new:

We've consolidated the Saved Reports and Create Report navigation menu options under Account Mapping into one central location. Now, clicking on Account Mapping takes you to the Reports page where you'll find all existing folders and a list view of all Reports.

We've introduced new sharing capabilities within this beta, which includes the option to share with your internal team members (Full Access seats only). Sharing access is tied to existing Crossbeam permissions:

All historical Reports, those created before December 10, 2025, will maintain access for everyone within your organization. Any new Reports created will be private to you by default unless shared. Anyone who creates the Report will be the Report Owner.

You can easily see who has access to Reports by hovering over the Access column on the Reports page, as well as clicking to share a Report. If the Report is shared with all, the organization name will appear in this column.

We’re bringing the new Deal Navigator look and feel into the rest of our Reports for one cohesive experience.

The Overlaps column you're used to in existing Reports has been broken into separate columns for Is a Prospect of, Is an Opportunity for, and Is a customer of when applicable.

Filtering, sorting, and configuring columns follows the same workflow that currently exists. You can also edit, set up notifications, export, duplicate, and delete your Report from the Actions dropdown.

To dive into accounts further, click anywhere to open a detailed breakdown with access to Partner Overlaps, Contacts, Notes, and Activity.

We're bringing in and refreshing the Notes functionality you already know and love from Shared Lists into your other Reports.

Users who have Manage, Edit, or Comment access within a Report will be able to leverage the Notes capabilities to collaborate. Simply click within the Notes field to add a new Note. New Notes will be indicated via a bolded weight, while already read Notes will not be bolded.

Clicking into a Note will open the Notes section in the Account Details Drawer for additional insight. Note history is contained within the current Report and does not currently follow the account or opportunity to other Reports at this time. Users can add a new Note or reply to an existing Note for further collaboration.

✍️ Note

Notes within Reports are currently only available to your internal organization at this time.

Why is the “Share” button disabled when I create a new Report?

You’ll need to save the Report first. Once it’s saved, the Share button becomes active, allowing you to invite internal collaborators.

Are newly saved Reports visible to my team by default?

No, new saved reports are only visible to the creator and admins until shared.

How are folders and reports sorted now?

Folders are shown based on creation date and by most recent changes made by the user. For example, newly created folders and recently renamed folders would appear first. This makes it easier to return to reports and folders you’re actively using.