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