In this article:
✍️ Note
Custom Reports are available on the Connector Plan and Supernode Plan. To upgrade your account visit the Plan & Billing page.
Prefer an interactive tour?
Click through Custom 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 Reports from the panel options, and your workspace will display the Account Mapping area. Click the Create Report button.
On the Create Report modal complete the following:
Scroll down the left side panel and select the Custom option
Select your Population(s) you want to include in the Report
Select each Partner(s) and Population(s) from the dropdown options to build a Custom 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
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
How to Configure Columns
To configure columns, locate and click on the +Configure Columns button on the right side of the Report. This will open the Configure Columns modal.
In the modal:
Under Select Columns, expand the dropdown menu and click next to the options for Crossbeam Columns, Your Data, and/or Partner Data for 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
After configuring the Report be sure to click the Export button or Save Report button.
✍️ 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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