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Edit a Report

Edit your existing reports that analyze your partner overlaps

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

How to Edit a Report

Click on the Mapping icon on the left side of the navigation menu to see your existing Reports. Click on a Report Name to open the Report.

After you open the Report you will be able to make edits. Edit options will vary depending on the type of report:

  • Name of the Report

  • Your Populations

  • Partners

  • Partner's Populations

  • Partner Tags

After completing your edits click the Update Report button to update the report with the current edits.

How to Add Filters to the Report

Once you have created your report you may further segment and refine your report specific to your pipeline needs with filters.

On the Report table you can:

  • Click the Add Filters button to open the Filter options pop-up window.

    • Select New Filter Objects for both your company and your partner company by clicking on the company name.

    • Filter Groups by using the the comparison operators: is, is not, is empty, is not empty, contains, does not contain.

      • This step is optional but allots you a more granular approach with your data.

  • Quick Filters are located on the column headers. Click the small horizontal lines to open a drop-down menu, select Add Filter to add filters directly on the column.

✍️ Note

You can remove filters by clicking the Delete Group or the trash can located to the right of each Filter Group.

How to use Sorting

Within the Report each column header allows you to organize the records in alphabetical order by clicking on the Sort arrow within the column or clicking the horizontal lines to select Sort Ascending or Sort Descending. Sorting allows you to:

  • See which partners have the highest degree of influence on your accounts

  • Prioritize your ripest accounts for co-selling with partners

  • Rally your partners to craft a joint solution and pitch your “better together” story

  • Avoid partner conflict by identifying accounts that have competing partners attached to them

After editing your report, click Run Report to view the updated results. Be sure to click Save Report when you are satisfied with your report.

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