Comparing and Analyzing Data

Now comes the fun part. Find out where your data overlaps with partners, drill down into the results, create reports, and stay up to date on changes.

15 articles in this collection
Written by Lindsey O'Niell, Bob Moore, and Matt Nicosia

Reports

Reports

Everything you need to know about our most powerful feature.

Written by Lindsey O'Niell
Updated over a week ago

Creating a Report

Create and save an analysis of your partner overlaps.

Written by Lindsey O'Niell
Updated over a week ago

Viewing a Report

View an analysis of your partner overlaps

Written by Lindsey O'Niell
Updated over a week ago

Duplicating a Report

Make a copy of your report to easily and quickly create custom reports

Written by Lindsey O'Niell
Updated over a week ago

Editing a Report

Edit your existing reports that analyze your partner overlaps

Written by Lindsey O'Niell
Updated over a week ago

Deleting a Report

Delete or remove an existing report

Written by Lindsey O'Niell
Updated over a week ago

Notifications on Reports

Get notified of new overlaps in a Report via email or Slack

Written by Lindsey O'Niell
Updated over a week ago

Exploring Partner Data

The Crossbeam Dashboard

The Crossbeam dashboard is your home base when logging into a Crossbeam account. Here's how to use it.

Written by Bob Moore
Updated over a week ago

Advanced Filtering

Refine the results of your Crossbeam comparisons based on specific properties and values in your data.

Written by Bob Moore
Updated over a week ago

The Record Detail Page

View the details of a specific company or person, including populations where they appear and any data shared by your partners.

Written by Lindsey O'Niell
Updated over a week ago

Why don't my overlap counts match up?

When running comparisons, you may notice discrepancies or duplicates in overlap counts between you and your partner — here's why.

Written by Matt Nicosia
Updated over a week ago

Extracting Data from Crossbeam

You've found your overlaps — now what?

Now that Crossbeam has revealed the data you need, here's what you do next to make it actionable and get value.

Written by Matt Nicosia
Updated over a week ago

Exporting CSVs

Download a CSV of your Crossbeam results for use in other tools and applications.

Written by Bob Moore
Updated over a week ago

The Crossbeam REST API

Programmatically extract data Crossbeam about the people and companies you share with your partners.

Written by Bob Moore
Updated this week

Pushing Crossbeam Data to Salesforce

Crossbeam's bi-directional Salesforce integration allows you to push data back into custom objects in your Salesforce instance.

Written by Bob Moore
Updated over a week ago