In this article:
All Reports
From the left-side Navigation Menu, click on the Mapping icon. This will open the side panel for Account Mapping, select Saved Reports from the panel options, and your workspace will display the Saved Reports area.
From this page, you can:
Open Report Folders
Click directly on individual Reports in the table
Search by name for Reports
Use Reports to understand pipeline and accurately forecast revenue goals.
✍️ 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 Homepage and on the Account Mapping page.
From the Homepage, scroll to the Account Mapping section. Review the recommended partners with top overlaps and click the Create Report button to learn more.
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.
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