---
title: "Use a dashboard in Reporting (Beta)"
slug: "use-a-dashboard-in-reporting-beta"
description: "How do I change which territory, team, plan, or time period a Reporting (Beta) dashboard shows?"
tags: ["end user", "reports beta", "rep", "manager", "scope", "filters", "dashboards", "Reporting"]
status: "update"
updated: 2026-11-14T20:46:49Z
published: 2026-11-14T20:46:49Z
canonical: "support.fullcast.com/use-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.

# Use a dashboard in Reporting (Beta)

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

Change which territory, team, plan, record, or time period a Reporting (Beta) dashboard shows. Your changes affect only your own view, so you can explore without changing the dashboard for anyone else.

## Before you begin

- A Tenant Admin must turn on Reporting (Beta) for your tenant. For more information, refer to [Get started with Reporting (Beta)](/plan-and-pay/docs/get-started-with-reporting-beta).
- You need access to the dashboard. Admins and the dashboard's creator always have access. Everyone else needs the dashboard shared with them. For more information, refer to [Reporting (Beta) permissions](/plan-and-pay/docs/reporting-beta-permissions).

## Open a dashboard

1. In the top navigation, click **Reports** (**BETA**).
2. Open the folder that holds the dashboard.
3. Click the dashboard card. Dashboards are labeled **Dashboard v2**.

Dashboards you opened recently also show under **RECENT** on the **Reports** (**BETA**) page.

## Choose which territory or team you see

The part of the plan a dashboard is showing is called its scope. The filter bar shows a scope chip for each hierarchy the dashboard's tiles use, such as **Territories: All Companies** or **Teams: Manager**. Each tile shows a label, such as **Territories**, that names the hierarchy it follows.

1. Click a scope chip.
2. In the panel that opens, search for or select a node.

The chip updates, such as **Territories: NAMER**, and every tile that follows that hierarchy updates with it. You only see the parts of the hierarchy you have access to.

## Switch plans

1. Click the **Plan** chip.
2. In the panel that opens, select a plan.

## Filter to one record

Next to the scope chips, a record dropdown narrows the tiles to one record, such as one account or one person. It shows **All Accounts** or **All People** when nothing is picked. To remove a pick, click **Clear**.

## Change the time period

From the **Time** picker, select a period. The picker offers **Fiscal Year**, **Trailing**, **To Date**, **This**, **Last**, **Next**, and **Custom** options. Select **All time** to remove the time limit.

A tile can also use its own period. **Dashboard time** in a tile's header means the tile follows the dashboard's **Time** picker.

## Reset or clear your filters

| Action | Where | What it does |
| --- | --- | --- |
| Reset icon (**Reset scope to dashboard default**) | Next to the record dropdowns | Puts each scope chip back to the dashboard's saved starting view and clears record picks. Time stays as it is. |
| **Clear filters** | Dashboard **⋮** menu | Moves each scope chip to the top node you can see, clears record picks, and sets **Time** to **All time**. |

## Other options on a dashboard

From the dashboard **⋮** menu:

- **Refresh** reruns every tile.
- **Show full values** shows exact numbers instead of abbreviated ones.
- **Copy link** copies a link to the dashboard. People still need access to open it.
- **Share…** gives people or teams access. 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).
- **Duplicate** makes your own copy that you can change. For more information, refer to [Edit a dashboard in Reporting (Beta)](/plan-and-pay/docs/edit-a-dashboard-in-reporting-beta).

On a tile:

- **Refresh tile** reruns only that tile.
- **Open report** opens the saved report behind the tile.
- Table tiles have a **Search rows…** box, a filter row under the column headers, and **Export all data** to download the rows as an .xlsx file. To group rows, drag a column header into the grouping bar above the table.

## What stays when you leave a dashboard

None of the changes in this article are saved. When you reload or reopen the dashboard, it goes back to its saved starting view. Two people can see different numbers on the same dashboard, because each person only sees data for the parts of the plan they have access to.

To change the starting view for everyone, someone who can edit the dashboard uses **Save filters**. For more information, refer to [Edit a dashboard in Reporting (Beta)](/plan-and-pay/docs/edit-a-dashboard-in-reporting-beta).

## Related

- [Edit a dashboard in Reporting (Beta)](/edit-a-dashboard-in-reporting-beta.md)
- [Get started with Reporting (Beta)](/get-started-with-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)