---
title: "Edit a dashboard in Reporting (Beta)"
slug: "edit-a-dashboard-in-reporting-beta"
description: "How do I add tiles to, rearrange, rename, duplicate, or delete a Reporting (Beta) dashboard?"
tags: ["tiles", "manager", "reports beta", "revops admin", "edit layout", "dashboards", "Tenant Admin", "Reporting"]
status: "update"
updated: 2026-11-14T20:48:27Z
published: 2026-11-14T20:48:27Z
canonical: "support.fullcast.com/edit-a-dashboard-in-reporting-beta"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit a dashboard in Reporting (Beta)

> [!NOTE]
> Early access feature
> 
> This feature is currently available for early access. Contact your CSM for more information.

Add, arrange, and style tiles on a Reporting (Beta) dashboard, and rename, copy, or delete it. Tile changes you save apply to everyone who opens the dashboard.

## Before you begin

- To change a dashboard, you must be an admin, its creator, or have **Edit** access to it. For more information, refer to [Share reports, dashboards, and folders in Reporting (Beta)](/plan-and-pay/docs/share-reports-dashboards-and-folders-in-reporting-beta).
- Your role also needs the Reporting (Beta) permissions to save changes. For more information, refer to [Reporting (Beta) permissions](/plan-and-pay/docs/reporting-beta-permissions).

## Add a tile

1. Open the dashboard and click **Add tile**. The dashboard switches to edit mode.
2. Select **Chart** or **Metrics Tile**:
  - **Chart:** From **Saved report**, select a saved Reporting (Beta) report.
  - **Metrics Tile:** Select **Territories**, **Teams**, or **Product Groups**, and then search for and select a metric.
3. Click **Add**.
4. Click **Save layout**.

You can also add a report to a dashboard from the report itself with **Pin to dashboard**. For more information, refer to [Build and save a report in Reporting (Beta)](/plan-and-pay/docs/build-and-save-a-report-in-reporting-beta).

> [!NOTE]
> Note
> 
> - To make sure viewers can see every tile, keep a dashboard and its reports in the same folder and share the folder.

## Change how a tile looks

1. From the dashboard **⋮** menu, select **Edit Dashboard**.
2. On the tile, click the gear icon (**Tile options**).
3. Complete the following fields as needed:

| Option | What it does |
| --- | --- |
| **Tile name** | The title on the tile. |
| **Show as** | How the tile shows the report: **Chart (as saved)**, **Stat tile (KPI)**, **Sparkline**, **Breakdown (donut / pie / bar)**, or **Text (template)**. **Sparkline** needs a date on the report. |
| **Plan** | **Follow dashboard**, or lock the tile to one plan. |
| **Timeline** | The tile's own time period, or **Dashboard time** to follow the dashboard. |
| **Target (attainment)** | A target to measure the tile against, or **None**. |
| **Display** | Turns on **Label**, **Change %**, **Attainment**, **Compare line**, and **Full value**. |
| **Template** | For **Text (template)** tiles, a sentence with placeholders: `{m0}`, `{m0.delta}`, `{c0}`, `{target}`, `{attain}`, `{period}`, `{period.range}`, and `{scope}`. |
4. Click **Save layout**.

## Arrange and resize tiles

1. From the dashboard **⋮** menu, select **Edit Dashboard**.
2. Drag a tile by its handle to move it, or drag its bottom-right corner to resize it.
3. **Optional:** Click **Fit KPI band** to spread each row of KPI tiles evenly across the full width. Rows you resized yourself aren't changed.
4. Click **Save layout**, or click **Cancel** to leave edit mode without saving.

## Remove a tile

1. From the dashboard **⋮** menu, select **Edit Dashboard**.
2. On the tile, click **✕** (**Remove from dashboard**).
3. Click **Save layout**.

## Set the starting view for everyone

**Save filters**, at the right end of the filter bar, makes the current scope, record, time, and currency the view everyone starts with when they open the dashboard. Each viewer can still change these for themselves afterward.

## Rename or move a dashboard

1. In the top navigation, click **Reports** (**BETA**), and open the folder that holds the dashboard.
2. On the dashboard card, click **⋮** and select **Properties…**.
3. Change the **Name**, or change the **Folder**.
4. Click **Save**.

## Duplicate a dashboard

Duplicate a dashboard when you want your own version to change without affecting the original.

1. Open the dashboard.
2. From the **⋮** menu, select **Duplicate**.

## Copy dashboards to another plan

1. In the top navigation, click **Reports** (**BETA**).
2. From the page **⋮** menu, select **Select…**.
3. Select the dashboards you want to copy.
4. Click **Clone to plan…**, and follow the prompts to pick the plan.

## Delete a dashboard

1. Open the dashboard.
2. From the **⋮** menu, select **Delete…**.
3. Confirm the deletion.

To delete several dashboards at once, from the **Reports** (**BETA**) page **⋮** menu, select **Select…**, select the dashboards, and click **Delete…**. A dashboard's card menu doesn't have a delete option.

## Related

- [Use a dashboard in Reporting (Beta)](/use-a-dashboard-in-reporting-beta.md)
- [Reporting (Beta) permissions](/reporting-beta-permissions.md)
- [Share reports, dashboards, and folders in Reporting (Beta)](/share-reports-dashboards-and-folders-in-reporting-beta.md)
- [Build and save a report in Reporting (Beta)](/build-and-save-a-report-in-reporting-beta.md)