Published at: 2026-09-17

Configure reports and dashboards

An upstream enterprise can add preset reports, custom reports, and dashboards to the Partner Connect home page.

Before you start

[!IMPORTANT] - Confirm that your account can configure the Partner Connect home page and report access. - Confirm that the required applications, roles, and reports are available.

Configure preset reports

  1. Open the Partner Connect home page configuration.
  2. Select Sales Brief, Lead Conversion, or Opportunity Sales Funnel.
  3. Place the report on the web or mobile home page.
  4. Save and publish the home page.

Share custom reports

  1. Select a configured custom report or dashboard.
  2. Select the partner companies and external roles that can use it.
  3. Confirm that the data scope does not exceed the partner’s business needs.
  4. Save the access settings.

Verify the configuration

Sign in to Partner Connect with a partner user role and review the preset and custom reports. Repeat with different partner roles to verify the data scope.

Expected result

The reports appear on the partner home page, and their data remains within the user’s role permissions.
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