---
title: "Portfolio Report"
slug: "portfolio-report"
description: "Create a portfolio report."
updated: 2025-10-29T20:20:06Z
published: 2025-10-29T20:20:06Z
stale: true
---

> ## 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.

# Portfolio Report

Portfolio reports provide data based on a specific role or person for current, past, and future assignments.

## Portfolio report scenarios

Refer to the following examples of portfolio report scenarios and their configuration:

****Account executive with territory and currently assigned accounts****

View all the accounts in territories assigned to a given person with the Account Executive role. Include the **Named Type**field to see whether any accounts have been marked as a named account or named exception.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(444).png)

| Field | Configuration |
| --- | --- |
| **Change State** | - `Proposed` |
| **Columns** | - `Accounts: Account Name` (Accounts > Dimensions) - `System Fields: Current Node` (Territory > Dimensions) - `assignments: Employee Name` (Assignments > Dimensions) - `assignments: Start Date` (Assignments > Dimensions) - `assignments: End Date` (Assignments > Dimensions) - `Accounts: Type` (Accounts > Dimensions) - `System Fields: Named Type`(Accounts > Dimensions) |
| **Role** | - `Account Executive` |
| **Person** | - Select a person you want to focus the report on. |

****Account executive portfolio with specific assignment dates****

View accounts, their territory, and assigned account executive. Use filters to exclude inherited assignments, and specify a range of start and end dates for the coverage assignments.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(445).png)

| Field | Configuration |
| --- | --- |
| **Change State** | - `Proposed` |
| **Columns** | - `Accounts: Account Name` (Accounts > Dimensions) - `System Fields: Current Node` (Territory > Dimensions) - `assignments: Employee Name` (Assignments > Dimensions) - `assignments: Start Date` (Assignments > Dimensions) - `assignments: End Date` (Assignments > Dimensions) - `Accounts: Type` (Accounts > Dimensions) |
| **Role** | - Account Executive |
| **Person** | - Select a person you want to focus the report on. |
| **Filters** | Add the following filters: - `assignments: Is Inheritance` - **Operator:**`equals` - **Value:**`0` - ****`assignments: Start Date` - **Operator:**`between` - **Value:**`02/01/2025  01/31/2026` - `assignments: End Date` - **Operator:**`greater than` - **Value:**`10/28/2025` |

## Design a portfolio report

1. [Create a report](/v1/docs/create-a-report).
2. In the chart designer, select **Portfolio Report** from the right menu.
3. In the **Chart Title**field, type a unique name for the chart.

> [!NOTE]
> Note
> 
> If you don’t provide a name, the chart will populate a name.
4. Configure the following fields:

> [!NOTE]
> Note
> 
> Some entities require additional configuration when you drop them in the **Dimensions**or **Measures**field. If additional configurations are required, select the appropriate options and click **Confirm**.

****Change State****

Select a state of the data you want to view:

  - **Current:**Displays the data in the current state of the node.
  - **Proposed** (default)**:** Displays the data in the proposed state.
  - **Difference:** Displays the difference in the data between current state and proposed state.

****Columns****

Select entities like assignments, people, roles, and territory that will display in columns on the table of the portfolio report.

> [!NOTE]
> Note
> 
> At least one Account field has to be included in the report.

  1. From the **Entities**menu on the left, search for dimensions and measures.
  2. Drag and drop dimensions and measures to the **Columns**field.

****Role**(optional)**

Limit the report data based on a role.

  1. From the dropdown select a role.

****Person**(optional)**

Limit the report data based on a person.

  1. From the dropdown select a person.

****Limit**(default is 5000)**

Change the range of data that displays for the report.

  1. Type the range of data you want to display for the report.

****Start****

Change the date to the start date of period of time for the data you want to view.

  1. Click the calendar.
  2. From the dropdowns and calendar, select the month, year, and day.

****End****

Change the date to the end date of period of time for the data you want to view.

  1. Click the calendar.
  2. From the dropdowns and calendar, select the month, year, and day.

****Filters**(optional)**

Add criteria to customize the filters for the data:

  1. From the **Entities**menu on the left, search for dimensions and measures.
  2. Drag and drop dimensions and measures to the **Filters**field.
  3. In the **Operator**field, select the condition to filter the data by.
  4. In the **Value**field, add the value to filter the data by.
5. Click **Plot**.