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

  • Open a Report or create a new Report on the Reports page.

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

  • Select New Filter Objects 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.Β 

Crossbeam screenshot of filter comparison operator choices

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.Β 

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.Β 

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

Within the Filter pop-up window, click on the company name to select filtering on the partner data. Complete the same steps as listed above:

Gif of Crossbeam filtering steps for Partner data

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.

Crossbeam Gif of quick filtering on the column headers

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.

Crossbeam gif of sorting arrows for alphabetical sorting on the column

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

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