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Advanced Account Mapping Partner Tag Reports

Build multi-partner reports from your Partner tag categories.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over 2 weeks ago

In this article:

✍️ Note

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


❗️Important

You must have Partner Tags created to build Partner Tag Reports.

Recommend Partner Tags:

  • Partner Type - Segment technology, agency, referral, reseller, solution, platform, and strategic partners

  • Tier - Prioritize co-marketing and co-selling motions with your top tier partners

  • Partner Account Manager - View partners assigned to you or other partner managers on your team

  • Geographic Region - Identify local, regional, or global partners

  • Lifecycle Stage - Keep track of partners' progression through lifecycle stages so you can signal to your internal teams when partners are "Go-To-Market Ready"

  • Partner Status - Identify active vs inactive partners so you know where to focus your time and resources

  • Specialization - Organize partners by their specialization (e.g. software development, media, PR, e-commerce, Video Production, Web Design)


Create a Report

Click on Mapping from the navigation bar, select Create Reports from the dropdown options.

  • Select the Partner tag tile or select the Create a Report button

screenshot of Partner tag tile for account mapping  in crossbeam

On the Create Report modal, complete the following:

  • Select your Population(s) you want to include in the Report

  • Select Partner Population(s) Tags from the dropdown options and select the Partners' Population(s) you want to include in the Report

  • Click Create 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

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, add field(s)

    • Use comparison operators like is, is not, is empty, contains, etc., to define filter logic

    • Click Apply Changes

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


✍️ Note

On the Connector plan report exports are limited to a max amount of 1000 rows. The Supernode plan has unlimited Report row exports. To upgrade your account, visit the Plan & Billing page.


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