Early access feature
This feature is currently available for early access. Contact your CSM for more information.
Reporting (Beta) is the new way to build reports in Fullcast. You start from the data, such as territories, accounts, or opportunities, add the related data you need, and then choose how to show it. These articles are for RevOps admins and analysts who build reports for their teams. They're grouped in the order you'll use them.
Start here
Get started with Reporting (Beta): how Reporting (Beta) thinks about data, how it differs from classic reports, and the order to build in.
Build
Build a dataset in Reporting (Beta): choose what each row is, add related data, and filter it.
Build and save a report in Reporting (Beta): pick your numbers, groupings, and report type, then run and save.
Add calculated fields and measures in Reporting (Beta): write formulas for values your data doesn't store.
Set up drill-downs in Reporting (Beta): let people click from a total into the detail, and control who can.
Create and validate a metric in Reporting (Beta): turn a report total into a metric everyone uses the same way.
Example: Find coverage gaps in Reporting (Beta): list territories that hold accounts but have no one assigned.
Example: Compare territory balance in Reporting (Beta): a worked example that compares territories against each other.
Example: Report on commissions earned in Reporting (Beta): a worked example that reports on commissions.
Keep and share
Share reports, dashboards, and folders in Reporting (Beta): give people and teams View or Edit access.
Use a dashboard in Reporting (Beta): change which territory, team, plan, or time period a dashboard shows.
Edit a dashboard in Reporting (Beta): add and arrange tiles, and rename, copy, or delete a dashboard.
Manage metrics in Reporting (Beta): rename, edit, or delete a metric.
Use Reporting (Beta) through the Fullcast MCP: build, save, and run reports and metrics from your AI client.
Look up
Reporting (Beta) permissions: who can see, change, and share reports, dashboards, and folders, and who can manage metrics.
Fix
Troubleshoot Reporting (Beta): empty reports, totals that differ between people, and other common surprises.