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. In some cases, you might want to build and run your report first, and then name it before saving it.
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. You will see your Standard Populations listed first.
In the case above, we've chosen to include our Prospects, Customers and Open Opportunities populations.
4. Select a partner or partners to include in the Report, or select "All Partners Report"
If you select "All Partners" this report will automatically update when you partner with more organizations in Crossbeam. You can quickly select a Standard Population to compare across all of your partners at once.
For our purposes, we'll choose our partner Holver.
5. Select which of your partner's populations to include in the report
The dropdown menu is now populated with a list of all of Holver's populations. Select which populations you'd like to include in the report. Here we have selected 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 configure more partners to the dropdown. This will add another row in which you can select the populations for each partner. 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. Sort data in the "Records" and "Overlaps With" column.
To find specific records faster, sort record alphabetically. Or, sort the "Overlaps With" column to identify and prioritize accounts with the most partners attached to them.
9. 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, Overlaps Counts and Overlap Activity. The Overlap Counts 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 left of the page to save your Report. You must name your report in order to save it.