Editing a Report
1. Click on the name of a report on the Reports page.
You will be taken to the page that serves as the create, edit, and viewing page for a Report. This is where you can edit your report.
2. Edit or update your the name your Report
Click Edit Report to edit it. You can update the name of the report to whatever you'd like or wait until right before you're ready to save it.
3. Edit your populations, partners, and partner's populations
You can edit the selection of your population, your partners, and your partner's populations by clicking Edit Report in the left sidebar of your report. To learn more about this section, see our article about Creating a Report.
4. Apply a Filter Group
This optional step allows you create more specific database views. You can add Filter Groups by combining "AND" and "OR" logic to narrow your report focus. Advanced Filtering. Here's how:
Click "Filter" at the top right of your Report Builder (you'll find it right next to the "Overview" section.
Click "Add a Table Filter" and then select a Filter Group from your dropdown.
In the example below, we've filtered the Table View of our demo account's partner data so that all entries have to meet the criteria that include both the AND and OR logic.
đź’ˇ TIP: You can easily remove filters by clicking the "Delete Filter Group" located in the top right of each Filter Group.
5. Sort data in the "Records" and "Overlaps With" column.
To find specific records faster, sort records alphabetically. Or, sort the "Overlaps With" column to identify and prioritize accounts with the most partners attached to them. This 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
(Note: You can also save your sorted 'Overlaps With' column when saving a report)
6. Click Run Report to view the updated results
Once you click the "Run Report" button, you'll be presented with the results of the report. These results are presented in two sections, Overlap Counts and Overlap Activity. You can always learn more about Viewing Reports.
7. Save Report changes
Once you're happy with the changes to your report, click "Save Report" on the bottom left of the page to update your Report.
Note: Be sure to click "Run Report" before clicking "Save Report" to save the changes to your populations, partners, partner's populations, and filters.Â