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Account Mapping with Reports
Standard Account Mapping Single Partner Report
Standard Account Mapping Single Partner Report

Create single-partner reports to map one population to one partner population at a time.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

✍️ Note

Single Partner Reports are available on the Explorer, Connector, and Supernode Plan. To upgrade your account visit the Plan & Billing page.

Prefer an interactive tour? Click through Single Partner Reports at your own pace here.

Create a Report

From the left-side Navigation Menu, click on the Mapping icon. This will open the side panel for Account Mapping, select Create a Report from the panel options, and your workspace will display the Account Mapping area. Click the Create Report button or Single Partner tile. This will open the Create Report modal.

screenshot in Crossbeam highlighting Single Partner tile and Create report button

On the Create Report modal complete the following:

  1. Select a Partner from the dropdown list

  2. In the Select Comparison section

    1. Click on an overlap box in the Account Mapping Matrix to compare your population data with your partner's population data

    2. Once a box in the Matrix is selected click Create a Report


Configure Report

After you create a Report you can add filters, configure and sort columns, and export reports.

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 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


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 configuring the Report be sure to click the Export button or Save Report button.


❗️Important

To save a Report or set up Report Notifications you will need a Connector or Supernode plan. To upgrade your account visit the Plan & Billing page.


✍️ Note

The Explorer plan Report exports are limited to a max amount of 100 rows. To upgrade your account visit the Plan & Billing page.


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