Create a Report
On the Reports page, click Create Report.
Configure Your Report
On the Report building page complete the following:
Report Name: click in the space under Report Name and name the Report.
Report Set to: configure what information you want to see by clicking Overlaps or Does Not Overlap.
✍️ Note
Non-Overlapping Reports are a paid feature offered on the Connector and Supernode tiers. Contact Crossbeam here if you'd like to upgrade your account.
My Populations: click in the box below My Populations to pick your company population options to compare in the Report with your partners data.
Configure Partner(s): select a partner, partners, or All Partners to compare in the Report.
✍️ Note
Multi-Partner Reports allow you compare data across your ecosystem and are a paid feature offered on the Connector and Supernode tiers. Contact Crossbeam here if you'd like to upgrade your account.
Partner(s) Populations: after selecting Partner(s) you will be able to see the available Populations for your Partner(s) to select for the report.
Once you have configured the report, click Run Report. The results are presented on the right side in a table.
✍️ Note
To remove an any partner(s) or populations, hover over the item and click on the trash can or X button located to the right of the item.
Once you have created the Report be sure to click Save Report on the bottom left of the page.
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