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Edit a Report

Edit your existing reports that analyze your partner overlaps

Joy Rudnick avatar
Written by Joy Rudnick
Updated this week

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


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