---
title: "Reports"
slug: "reports"
description: "Fullcast reports make it easy to monitor your go-to-market strategy and execution. "
status: "update"
updated: 2025-10-01T15:56:58Z
published: 2025-10-01T15:56:58Z
canonical: "support.fullcast.com/reports"
---

> ## 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.

# Reports

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/Types of Reports.png) Customize reports from within your territory, team, or product plan. Pin your reports to dashboards in the Reports module.

Reports in Fullcast are distinct from other BI tools in two important ways. First, it is directly linked to the structure of your team, territory, product plan or scenario. Second, it provides chart types that are tailored specifically to RevOps needs.

## Data sources and types

When you build reports, understand where the data is coming from and what types of data you can access.

### Data sources

All the potential sources of data that you can leveraged through charts include:

- **Raw entities:** Data imported from various lines of business applications or transaction (OLTP) systems, such as a CRM, financial, or point of sale system into the design application to use for planning.
- **Go-to-market entities:** Data that is created within the design module, such as territories, assignments, targets, and custom metrics.

Refer to [create a new entity in Fullcast](/v1/docs/creating-a-new-entity-in-fullcast)**.**

### Data types

Charts organize data according to the entity, object, then dimensions and measures:

- **Dimensions:** Qualitative values (such as names, labels, regions, or dates) used to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view and appear on your x-axis.
- **Measures:** Numeric or quantitative values (such as sales revenue) used to measure, aggregate (SUM, average, and so on), and use in mathematical functions. Measures appear on your y-axis.

## Analytical tools

Customize your data for analysis in various ways:

### Summary metrics

Summary metrics are calculated fields that leverage both GTM entities and raw entities. These are constructed based on your own needs to reflect specific KPIs that your organization tracks. Some common summary metrics include number of accounts, ARR, and bookings potential.

Refer to [Summary Metrics](/v1/docs/summary-metrics) and [Add Metrics to the Summary Panel](/v1/docs/add-metrics-to-the-summary-panel) for more information.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-oy7wvwwdls.png)

### Charts

Charts provide a lot of flexibility to bring together the data you need to answer specific questions. You can build robust graphs or tables and customize them to meet your needs. When you select a graph presentation, you can select which axis each dimension or measure is on, time periods, and more. You can also select to view the data in a table.

![Example showing available chart types: Basic, GTM, Comparison, Attainment, Data Quality, Map](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-zzybyeub9x.png)

### Reports

Reports are geared to a more specific strategic task. They have fewer inputs and provide a bit more guidance on what they can do.

![Types of Reports: Coverage Report, Portfolio Report, and Disruption Report](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-oywjjhy0vh.png)

## Configure data

In addition to selecting dimensions and measures, there are a few more aspects of a chart that define the data being used:

| Constraint | Description |
| --- | --- |
| Timeline | The timeline constraints the measures plotted in the chart by a specific time period. > [!NOTE] > Note > > This field is configured when you are onboarded as a customer—reach out to your CSM for more information. |
| Filters | Filters restrict the data shown in the chart to match the conditions you specify. You can add multiple rows to filter in the chart builder. |
| Limits | Limits restrict the number of dimensions plotted in the graph. For example, if you're sorting by territory name and only want to plot five territories, set the limit value as `5`. |

## Customize measures

Configure the following [attributes on your measures](/v1/docs/customize-measures-for-a-report):

| Attribute | Description |
| --- | --- |
| Aggregation | Aggregate the measure for each group: - SUM - AVG - COUNT (distinct count for dimensions) - MIN - MAX |
| Axis | Use different y-axes to display measures with different units—select between primary or secondary. |
| Sort Order | Plot measure values in ascending or descending order. If there are multiple sort orders specified, only the first one is used. |
| Type | Select the chart type to display your data: - bar - line - area - stack |
| Color | Use the color palette to customize the graph color for each measure. |

## Access reports and dashboards

There are two different places to view reports in Fullcast. While the motion module allows you to access all of our charts and report types and pin them to dashboards, the design module also provides important reporting capabilities.

- **Reports:** The primary place to view data for analysis where you can create dashboards that bring together all the variety of charts, reports, and summary metrics available in Fullcast.
- **Territories:** Use the balancer tab to create GTM charts specifically geared toward viewing and tweaking the balance of territories during the territory planning process. Additionally, you can pin summary metrics to your view in the territory designer.

![GIF demonstrating creating a Balancer Chart displaying the number of Open Opportunities, Tier A Accounts, Tier B Accounts, and Prospects in a given segment.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/file-c7o7wptb7j.gif)

**Online transaction processing:** A database system designed to handle a high volume of real-time database transactions, such as financial transfers, online orders, and ATM transactions.

**Customer relationship management:** A software that centralizes customer data, communications, and automated processes.

Type of calculation you can perform with a roll-up summary field that adds up the values in a specific field on the related records.

**Go-to-market:** The strategy used to bring a product to market.

**Key Performance Indicators:** Quantifiable metrics used to evaluate the performance and effectiveness of various aspects of revenue-generating activities across the organization

**Annual recurring revenue:** The annualized value of a company's recurring revenue from subscriptions or contracts often used to measure the health and growth of subscription-based businesses

Type of calculation you can perform with a roll-up summary field that counts the number of related records.

Type of calculation you can perform with a roll-up summary field that displays the minimum value from a specific field on the related records.

Type of calculation you can perform with a roll-up summary field that displays the maximum value from a specific field on the related records.