In this article:
🚨 Update: Account Mapping Report Redesign
Crossbeam has introduced a refreshed Reports experience, including:
A single consolidated Reports page
Private-by-default report creation
Updated access roles & sharing options
New UI with clearer overlap details
Notes for internal collaboration
Learn what’s changed → here
Create Reports
Click on Mapping from the navigation bar, select the Create Reports button.
✍️ Note
Saved Reports are only available on the Connector Plan and Supernode Plan. To upgrade your account, visit the Plan & Billing page.
Recommended Reports
Crossbeam also provides additional insights into your Ecosystem by highlighting the top account activity and recommending partners for report building.
These recommendations are located on the Account Mapping page.
On the Account Mapping workspace, scroll down to Recommended Reports. Review the recommended partners with top overlaps and click the Create Report button to learn more.
🎓 Sign into Crossbeam Academy to further explore Reports!
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