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.
Create a Report
Click on Mapping from the navigation bar, select Create Reports from the dropdown options.
Select the Single Partner tile or select the Create a Report button
On the Create Report modal, complete the following:
Select a Partner from the dropdown list
In the Select Comparison section
Click on an overlap box in the Account Mapping Matrix to compare your population data with your partner's population data
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
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 use Sorting
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
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
❗️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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