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Interactive Reports

Refine the results of your Crossbeam comparisons based on specific properties and values with filters and sorting in your reports.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

Filters are a way to further pare down the results of your comparison to only include records whose data meets very specific criteria. For example, you might want to only view records of a certain account type that exist in a specific geographic region. As long as the property exists in your data, you can apply the filter.

Add Filters to the Report

  • Click the Mapping icon on the left navigation bar to open an existing report or create a new report.

  • Click the Add Filters button in the report to open the Filter options pop-up window.

  • Select New Object Filter for both your company and your partner company by clicking on the company name.

  • Click into the empty text box to search for a field and select one

The Comparison Operator

Next, you will choose what kind of comparison you want to run on the field you selected. 

The is operator will cause the filter to only include records where the the field you selected matches the value(s) you provide next.

The is not operator does the opposite, excluding any records that match the value(s) you provide next.

The is empty and is not empty operators are special cases that allow you to match against a blank value. These are necessary because the values list is unable to capture the concept of a blank value. Note that if you choose either of these selectors, the values list will disappear as it is not needed.

The Values List

This final section of the filter builder allows you to specify one or more values for the filter. It offers a predictive type-to-search feature that will automatically suggest values from your data set based on what you type. 

Crossbeam screenshot of filter values

After selecting one value, you can continue selecting to add another value to be included in the filter.

Filter Groups

In some cases, you may want to introduce complex logic by filtering on multiple fields, and even using a combination of and logic between your filter groups. 

Click +Add Filter below your current filter to add another filter group to your logic. For example, multiple fields from the Account object. You can also add filters from another object by clicking New Object Filter, to filter on other objects, like User or Opportunity objects.

Filtering on Partner Data

To filter on partner data, configure your report with one of your Populations compared to one Partner and one Partner Population. Click Add Filters, click the Partner Name, click New Object Filter and select the partner field to filter on. Complete the same steps as listed above:

After completing the the filtering process, click Apply Changes. Once you are satisfied with the changes be sure to click Save Report.

Quick Filtering and Sorting

Quick Filters are located on the column headers. Click the small horizontal lines to open a drop-down menu, select Add Filter to add pre-populated filtering options directly on that specific column. You can also click the horizontal lines to select Sort Ascending or Sort Descending options.

Sorting arrows can be used when in a 1-to-1 partner data report and are also located in the column headers. Click on the sorting arrow and you will be able to organize the records in alphabetical order or click the horizontal lines to select Sort Ascending or Sort Descending options.

Be sure to click Save Report when you are satisfied with your report.

✍️ Note

Saved Reports are only available on the Connector and Supernode plan. To upgrade your account visit the Plan & Billing page.

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