Create Reports

Create and save an analysis of your partner overlaps.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

Reports are the most valuable and powerful part of Crossbeam. In order to create Reports, you must have already built Populations and added at least one Partner.

In this article:

Create a Report

From the left-side Navigation Menu, click on the Mapping icon. This will open the side panel for Account Mapping, select All Reports from the panel options, and your workspace will display the Saved Reports area. Click the Create Report button.

Gif how to create a report in Crossbeam

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.

Crossbeam screenshot highlighting how to configure reports

✍️ 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.

Gif in Crossbeam of how to configure a report

✍️ 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. 


Build Multi-Partner Reports

Configuring Multi-Partner Reports is very similar to building a single partner report. This feature allows you to select several Partners to compare overlapping data.


❗️Important

Multi-Partner Reports are available on our Connector and Supernode Tier. Contact Crossbeam here if you'd like to upgrade your account.


  1. Add a name to the Report under Report Name (optional).

  2. Next, select an option under Report Set to:

    1. Overlap: You will see overlapping accounts

    2. Does not Overlap: You will see accounts that don't overlap

  3. Click under My Populations to see the Population options, select the Populations you want in the Report, and click Apply.

  4. Click under Configure Partner(s) and select each Partner you want to compare Populations with or you have the option to select All Partners.

  5. Each Partner will now have their own Populations menu option. Select Populations, select the Populations you want in the Report, and click Apply.

  6. Now click Run Report.

Once you have created the Report be sure to click Save Report on the bottom left of the page.


Report Folders

Manage and organize Reports across your company into folders.

Create a Folder

From the left-side Navigation Menu, click on the Mapping icon. This will open the side panel for Account Mapping, select All Reports from the panel options, and your workspace will display the Saved Reports area. Click the Create Report button.

To create a report folder, click the New Folder button. You will be prompted to name your folder. When naming folders keep in mind that folder names must be unique — no two folders can have the same name. These folders will be visible to all other users at your organization.

There are two ways to move existing Reports from Unfiled or All Reports list into your new Folder:

  1. Drag and drop a single Report into the new Folder

  2. Or, select checkboxes for multiple Reports, click Move Report, and select the Folder you'd like to move them into

After opening a Report you can also create a Report by clicking the Create Report button. When you create that Report it will be automatically be filed within the open folder.


Delete or Edit a Folder

If you decide a Folder is no longer needed, select the Folder you’d like to remove and click Delete.

Screenshot of confirmation to delete folder prompt in Crossbeam

❗️Important

Deleting a Folder will result in deletion of all the Reports inside the Folder.


🎓 Sign in to Crossbeam Academy to further explore Reports!


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