In this article:
Overview
As Crossbeam continues to reimagine the Reports experience, we’re introducing the new Account Mapping Report — a unified view of every overlapping account across your connected partners. It’s designed to be the new default starting point for Partner Managers and Sales Leaders, helping teams identify, filter, and collaborate on shared opportunities faster.
What’s new
The Account Mapping Report brings together powerful new features and design enhancements:
Unified View: See every overlap across all connected partners in a single list
Advanced Filtering: Filter by partner, partner tag, region, industry, segment, employee count, CRM fields, and more
Save and share: Create and save custom views of your data and share internally
Collaboration tools: Add Notes and coordinate on shared accounts directly in the Report
Tiered access controls: Manage viewing, editing, commenting, and sharing permissions at both the Report and role level
Revamped Reports experience: Enjoy an updated design that aligns with Deal Navigator, including the new Account Detail Drawer
‼️ The Account Mapping Report Beta
This feature is currently in beta, which means:
Core functionality is available, but is actively under development and is subject to change
The experience may vary across different clients
Access to this feature during the beta does not guarantee inclusion in your current plan at launch
Our documentation will evolve throughout the beta as we continue to add clarity, examples, and best practices based on what we learn from you
We’re building this with you. Send any feedback, bugs, or suggestions our way at product@crossbeam.com — we’d love to hear from you.
Navigation Changes
During the beta, the Account Mapping Report will live at the top of your left-hand navigation. We’ve also updated the Mapping navigation item to Reports so you can easily find all your saved Reports.
You’ll notice the following updates:
The two list views under Deal Navigator (Close Deals and Generate Pipeline) are now housed under their own Deal Navigator toggle for easier access
Saved Reports and Create Report options have been consolidated into a single Reports page, where you’ll find all existing folders and a list view of all Reports
Using the Account Mapping Report
When you open the new Report, you’ll see all overlapping accounts across your ecosystem. From here, you can:
Apply filters and sort by partner, population, or CRM data
Edit columns to customize your view
Add Notes to collaborate with colleagues
Save your filtered view as a custom Report
Share your saved Report internally
Creating Reports
With this beta, we’ve simplified how you create Reports. Because the new Account Mapping Report allows you to filter and segment directly within the main view, there’s no longer a need for multiple templates.
During the beta:
When you click Create Report, you’ll see only two template options: Greenfield and Custom
Templates like Single Partner, Pipeline, Partner Tag, and Ecosystem have been removed
You can still achieve similar views by applying filters directly in the new Account Mapping Report
This streamlined experience makes it faster to create targeted Reports without choosing a template upfront.
Report Permissions and Sharing Settings
The Account Mapping Report beta introduces new sharing capabilities, allowing you to share saved views with your internal team (Full Access seats only).
Sharing permissions align with existing Crossbeam permissions.
Admins can manage these permissions from the Roles & Permissions page under Settings. There are four access levels to choose from: Manage, Edit, Comment, and View Only.
Role | Permission |
Manager | Can create, edit, delete, add Notes, and share reports internally |
Editor | Can create, edit, delete, and add Notes |
Commenter | Can view and add Notes |
View | Can view only |
Once these permissions are set at the role level, Report creators can add users to their saved Reports. They’ll be able to assign the highest level of access available based on that user’s role, or choose a lower level if they prefer to limit involvement.
✍️Note:
Users cannot grant higher access than what’s defined by the role permissions.
Additional Details
Historical Reports (created before this beta) remain accessible to everyone in your organization
New Reports are private by default unless shared
The creator automatically becomes the Report Owner
You can see who has permissions by hovering over the Access column on the Reports page or by clicking Share on a Report
If a Report is shared with your entire organization, the organization name appears in the Access column
Admins will always have access to all saved Reports, but Owners can remove them from view if needed, but will still have visibility into all saved Reports
Collaboration and Notes
We’re bringing the Notes functionality you already know and love from Shared Lists into your other Reports. Notes are available to anyone with Owner, Manager, Editor, or Commenter permissions.
How Notes Work
Add a Note: Click within the Notes field to add a new Note
New vs. Read Notes:
New Notes appear in bold
Previously read Notes display in normal text
View Note Details: Clicking a Note opens the Notes section in the Account Details Drawer for additional context
Note History: Note history is contained within the current Report and does not follow the account or opportunity to other Reports
Collaborate: Users can add a new Note or reply to an existing Note for further collaboration
FAQs
Who can access this beta?
The Account Mapping Report beta is available to select customers on any of our paid plans. If you’d like to request access, you can do so via Labs.