• Track key Ecosystem Insights with Charts on Homepage

    Table of Contents 1. Overview 2. Pinning a Chart on the homepage 3. Unpinning a Chart 4. Rearranging a Chart 1. Overview We're excited to announce a new capability in our product that allows you ...

  • Custom Reports in WorkSpan

      Custom reporting in WorkSpan allows you to create sophisticated reports using advanced report functionality with a simple and intuitive user interface. Use the report builder wizard to configure ...

  • Line Item Reports

    Using this report type, you can track metrics and build trend charts for Line Item details on Opportunities. For example, you can report on Joint Pipeline and Revenue by Product or Product Line det...

  • Creating a Partner Program Report

    The Partner Program report type is able to report across multiple Partner Programs in WorkSpan. You can create the report with all (or some) of your Partner Programs and track their progress in one...

  • Overview of Reports

    In WorkSpan you can seamlessly and quickly generate in depth insights and get up-to-date information on what’s happening across your alliance relationships. You can create and share your performanc...

  • Creating a Marketing Report

    To view real time performance of your joint marketing initiatives, you can easily create a new Marketing Report in WorkSpan.  On this report, you can generate and view the performance of your marke...

  • Creating a Budget Report

      In a Budget Report, you can easily report across budget fields in context of your program(s).  You can report on one or more programs across budget line items only. E.g. if you want to slice and ...

  • Creating a Funding Report

    To view real time performance of your joint funds, you can easily create a Funding Report in WorkSpan. You can report on fund amounts across selected programs, including total funds, funds committe...

  • Creating a Funding Details Report

    To view real time performance of your joint funds, you can easily configure a Funding Details Report in WorkSpan. This report provides an end to end break-down of your funds flow. You can report on...

  • Creating an Activity Report

    You can generate and view the performance of one or more of your marketing plans by running an Activity Report in WorkSpan.  You can group and chart on various fields in your marketing plans such a...

  • Creating a Sales Plan Report

    You can create a Sales Plan Report for you and your partners to see data and performance on one or more fields of your sales plan or partner programs, for example, to get a dashboard view of the # ...

  • Creating a Solutions Report

    You can create a Solutions Report for you and your partners to see data and performance on one or more fields for your solution or partner program, for example, to get a dashboard view of the # of ...

  • Creating an Opportunities Report

    To view real time performance of opportunities in your joint sales plans and/or solutions, you can seamlessly and quickly generate a new Opportunities Report in WorkSpan. Steps: Go to Home >Report...

  • Creating an Assessment Report

    You can create an Assessment Report to consolidate data and chart for assessments and opportunities across one or more sales plans or solutions. You can either select one or more sales plans or sol...

  • Editing a Report

    As a report owner, you can edit a report to: Change the report name/description Select or deselect one or more parameters for the report Update the list of people or companies with whom you want t...

  • Cloning a Report

    As a report owner, you can easily clone (copy) a report. The selection criteria from the original report-selected items or dynamic query criteria are copied by default to the cloned report. You can...

  • Deleting a Report

      As a report owner, you can delete a report that you no longer use or wish to keep. Steps: Navigate to the report that you want to delete. Open the report. Click More Options and then click Delet...