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Advanced Account Mapping Custom Reports

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

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

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

  • Select the Custom tile or select the Create a 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

To add filters to the report:

  • Click Add Filters button to open the filter options window

  • Select New Filter Objects, add fields

    • 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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