In this article:
How to Edit a Report
Click on the Mapping icon on the left side menu. Then, choose Create a Report or Saved Reports from the side panel. After creating or opening a saved report, you will be able to edit it.
✍️ Note
Saved reports are available on the Connector plan and Supernode plan. To upgrade your account, visit the Plan & Billing page.
After you open the Report, 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 a 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 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 Sort Columns in the Report
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.
How to Configure Columns in a Report
To configure columns, locate and click on the +Configure Columns button on the right side of the Report. This will open the Configure Columns modal.
In the modal:
Under Select Columns, expand the dropdown menu and click next to the options for Crossbeam Columns, Your Data, and/or Partner Data for the report
Rearrange the Columns on the right side by dragging them into a new order or click the X to delete a column
Click Save and return to the updated Report
After configuring the Report, be sure to click the Export button or Save Report button.
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