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In this article:
How to Edit a Report
Click on Mapping from the navigation bar, select Saved Reports from the dropdown options.
Click on a report you want to edit
Click the edit button
Depending on the report type, you can edit:
Report Name
Your Populations
Partners in the report
Partner Populations
Partner Tags
Change to a premade report option
When you're done, click Update Report to save your changes.
✍️ 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
How to Add Filters to a Report
You can refine your report with filters to better match your needs.
To add filters to the report:
Click Add Filters button to open the filter options window
Select New Filter Objects for both your company and your partner company by clicking on the company name
Use comparison operators like
is,is not,is empty,contains, etc., to define filter logic
Quick filters are also available directly on column headers:
Click the Funnel icon in a column header
Select Add Filter to apply a filter to that column
How to Sort Columns in the Report
Sort data within the report by clicking on any column header:
Click the Funnel icon in the column header to choose ascending or descending order
Sorting helps you:
Identify partners with the most influence
Prioritize top accounts for co-selling
Craft joint better together solutions
Avoid partner conflicts
After editing, click Save.
How to Configure Columns in a Report
Click on the +Configure Columns button on the right side of the report.
In the modal:
Use the Select Columns section to add or remove columns from your report
Click the arrow next to Crossbeam Columns, Your Data, or Partner Data to expand available fields
The columns available will depend on what each side is sharing from their data sources
Check or uncheck fields to add or remove them to 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
How to Create Report Folders
In Crossbeam, click Mapping from the navigation, select Saved Reports
Click the New Folder button and enter a name for your folder
To move reports into a folder:
From the report list, check the box next to the report(s) you want to move
Click Move Reports and select the folder where you want the report(s) to go
To move a report from one folder to another:
Open the folder containing the report
Check the box next to the report
Click Move Reports and select the new folder
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