How to Edit a Report
Click on the Reports page to open a list of Reports. Select a Report Name and click on it to open a new page. Here, you will see the details of the Report and be able to further edit it.
Once you open the Report you can click the Edit Report button to edit the following areas:
Name of the Report
Change Report Set to Overlaps or Does Not Overlap
After completing your edits click the Run 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.
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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