Watch a video tutorial on report creation here!
Creating a Report
1. Click the "+ Create Report" button from the Reports page.
You will be taken to the page that serves as the create, edit, and viewing page for a Report. This is where you will create your first report.
2. Name your Report
By default, your report will be titled "My Report". Click on the report name to name it whatever you'd like.
3. Select which of your populations to include in the Report
The dropdown list will give you a list of all available populations to compare with your partners.
In the case above, we've chosen to include our Leads population.
4. Select a partner or partners to include in the Report, or select "All Partners"
From the second dropdown menu, you'll be able to choose if you'd like to compare your data against all of your partners (the top option) or the data of a specific partner. For our purposes, we'll choose our partner Michael Scott Paper Co.
5. Select which of your partner's populations to include in the report
The rightmost dropdown menu now is now populated with a list of all of Michael Scott Paper Co's populations. Select which populations you'd like to include in the report. Here we have selected All Leads.
6. Add any additional partners and populations you'd like to report on
If you want to include more partners in the report, simply press the Add Partner button on to the right of your selections. This will add another row in which you can add another partner and their populations to the report. Repeat this as many times as you would like, and simply hover over the partner name to see the trash can button for any partners you wish to remove.
7. Add filters to reduce the scope of the results
This optional step allows you to reduce the results that will appear in your result set. You can read about how to use this feature here: Advanced Filtering.
8. Press Run Report and view the results
Once you press the blue "Run Report" button, you'll be presented with the results of the report. These results are presented in two sections, Top Overlaps and Overlap Activity. The Top Overlaps section can be expanded to see the data. You can always learn more about Viewing Reports.
9. Configure Columns
Add or remove columns by selecting configure columns. You can add fields from your data and data shared with you by your partners.
10. Save Report
Once you're happy with the report, click "Save Report" on the bottom right of the page to save your Report.