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 title to edit it and name it whatever you'd like.

3. Select which of your populations to include in the Report

The leftmost dropdown list will give you a list of all available populations to compare with your partners. The icons to the left of the population name indicates whether the population is made up of people or companies. 

In the case above, we've chosen to include our Active Clients 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 Vance Refrigeration.

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 Vance Refrigeration's populations. Select which populations you'd like to include in the report.

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 blue "+" 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 press the red "-" 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 red "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. 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. Create Report

Once you're happy with the report, click "Create Report" on the bottom right of the page to create your Report. 

Quick Tip

If you have any comparisons bookmarked that you do frequently, just change the link from /compare to /reports/create to create a new report from the bookmarked comparison.

Learn More about Reports

Reports Overview

Viewing a Report

Editing a Report

Duplicating a Report

Deleting a Report

Notifications on Reports

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