Once you’ve uploaded a partner data sheet(s) it’s time to start digging for the gold! PartnerTap has six out-of-the-box reports that you can run on your partner sheet mapped data. While these reports provide a solid starting point, we have several additional reporting features that make it easy to slice and dice the data in whatever way serves you best. Within all of our reports you can:
- Reorder the columns to get specific data side-by-side
- Sort the account data by any column
- Hide columns from view
- Apply one or more filters to the set of accounts (filters available are determined by the columns included in the data set)
- Save your report (when you return to this saved report, the applied column sorting and filtering will remain but the data will refresh with real-time matching results)
- Download your report for further analysis in Excel
Step-by-step instructions
To view your Partner Sheet reports:
- Navigate to the left-hand side menu and click on the “PARTNER SHEETS” tab.
- On the “PARTNER SHEET UPLOADS” page, find the tile with the partner sheet you want to review and click “VIEW”.
- This will bring you to the “PARTNER SHEET” page which shows the summary account overlap dashboard.
- To view the detailed report click on the “ACCOUNTS” tab at the top of the page.
- On the “ACCOUNTS” tab, you will automatically land on the “MATCHED ACCOUNTS” report.
- To access the other reports, navigate to the “REPORT” drop down menu on the top left. Each report provides unique insights into how you and this partner could drive more business.