--- title: "Build and save a report in Reporting (Beta)" slug: "build-and-save-a-report-in-reporting-beta" description: "How do I add metrics, view by fields, and a time period, choose a chart type, and save a report in Fullcast Reporting (Beta)?" tags: ["reporting beta", "report types", "save reports", "revops admin", "report builder"] status: "update" updated: 2026-11-14T21:00:54Z published: 2026-11-14T21:00:54Z canonical: "support.fullcast.com/build-and-save-a-report-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. # Build and save a report in Reporting (Beta) > [!NOTE] > Early access feature > > This feature is currently available for early access. Contact your CSM for more information. Use the report builder to pick the numbers, groupings, and report type for a dataset, then run and save the report. Start here once your dataset is set up. ## Before you begin - Your dataset must be set up. Refer to [Build a dataset in Reporting (Beta)](/plan-and-pay/docs/build-a-dataset-in-reporting-beta). ## Find your way around the report builder ![The report builder, with the field list on the left and the report type, Metrics, View by, and Time period shelves in the middle.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/reports-beta_build-a-report_01.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A06%3A54Z&se=2026-11-15T01%3A06%3A54Z&sr=c&sp=r&sig=X7BuZEtqhBhtBx41%2Fm6jnsxoqU7JT2%2BtafoA7YMmK6M%3D) - **ENTITIES & FIELDS** (left): every field in your dataset, grouped by record type, plus **Time**, **Metrics** (your tenant's saved metrics), and **Calculated fields**. Search, or filter by field type with the icons under the search box. - **Dataset header** (top): the record types in the dataset, the row badge such as **Each row = 1 opportunity**, and **Edit dataset**. - **REPORT TYPE** with the **Data** and **Settings** tabs (middle): what goes in the report and how it's shown. - **Preview** (right): the results after you click **Run**, with a **Scope** chip that shows which part of the hierarchy you're looking at. ## Add metrics, groupings, and a time period 1. In **ENTITIES & FIELDS**, search for a field or expand a record type. 2. Drag the field onto a shelf on the **Data** tab, or click **+** next to it. Clicking **+** puts a number field on **METRICS** and a text field on **VIEW BY**. 3. Fill the shelves you need: - **METRICS:** up to 8 fields or saved metrics. Each one shows how it's totaled, such as **Amount · sum**. Text and date fields total as counts. - **VIEW BY:** up to 3 fields to group by, such as **Territory name**. - **TIME PERIOD:** a date field, when the report should cover a date window. To remove a field, click the **x** on its chip. To add your own formulas, refer to [Add calculated fields and measures in Reporting (Beta)](/plan-and-pay/docs/add-calculated-fields-and-measures-in-reporting-beta). ## Choose a report type From **REPORT TYPE**, pick how to show the results. You can change the type at any time without rebuilding the report. ![The report type list, from Auto (best fit) to Detail rows.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/reports-beta_build-a-report_02.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A06%3A54Z&se=2026-11-15T01%3A06%3A54Z&sr=c&sp=r&sig=X7BuZEtqhBhtBx41%2Fm6jnsxoqU7JT2%2BtafoA7YMmK6M%3D) | Report type | Use it for | | --- | --- | | **Auto (best fit)** | Let the builder pick a type that fits your fields | | **Summary table** | Totals grouped by your **VIEW BY** fields | | **Bar chart**, **Multi-series bar**, **Stacked bar**, **Bidirectional bar** | Comparing totals across groups. **Bar chart** can be **Vertical** or **Horizontal**. | | **Line chart**, **Area chart** | Trends over time | | **Pie chart**, **Donut chart**, **Tree map** | Share of a whole | | **Map** | Totals by location | | **Value (KPI)** | A single headline number | | **Detail rows** | A row-by-row list of records | > [!NOTE] > Note > > - **Auto (best fit)** can pick a type you didn't expect, such as a map when a **VIEW BY** field looks like a place name. If that happens, choose the type yourself. ## Sort, limit, and drill On the **Settings** tab: - **DRILL DOWN:** keep **No drill (keep current view)**, or pick a drill-down set up on the dataset. Refer to [Set up drill-downs in Reporting (Beta)](/plan-and-pay/docs/set-up-drill-downs-in-reporting-beta). - **SORT & LIMIT:** choose the order, **Descending** or ascending, how many rows to show with **Top** (50 by default), and whether to **Hide zero rows**. ## Run the report 1. Click **Run**. 2. Check the results in the preview. ![A bar chart of open opportunity amount by territory, with the Performance line below it.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/reports-beta_build-a-report_03.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A06%3A54Z&se=2026-11-15T01%3A06%3A54Z&sr=c&sp=r&sig=X7BuZEtqhBhtBx41%2Fm6jnsxoqU7JT2%2BtafoA7YMmK6M%3D) Under the results, **Performance** shows how long the report took end to end. Expand **details + query plan** to see what slowed it down. If you change anything after a run, the builder says **Selections changed since the last run** until you click **Run** again. ## Save the report A new report must run once before you can save it. 1. Click **Save report…**. 2. Enter a **Report name**. 3. Pick a **Folder**. Leave it empty to save to **Unfiled**. 4. Click **Save**. ![The Save report dialog with a report name and a folder.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/reports-beta_build-a-report_04.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A06%3A54Z&se=2026-11-15T01%3A06%3A54Z&sr=c&sp=r&sig=X7BuZEtqhBhtBx41%2Fm6jnsxoqU7JT2%2BtafoA7YMmK6M%3D) Your report is private to you until you share it. ## Work with a saved report Open a saved report from **Reports** (**BETA**). Use the hierarchy on the left to change which part of your plan the report covers. Click **Edit** to change it, or **Exit** to go back. From the **⋮** menu, you can: - **Pin to dashboard:** add the report to a dashboard as a tile. Refer to [Edit a dashboard in Reporting (Beta)](/plan-and-pay/docs/edit-a-dashboard-in-reporting-beta). - **Convert to metric…:** save a total from the report as a reusable metric, so everyone uses the same definition. Refer to [Create and validate a metric in Reporting (Beta)](/plan-and-pay/docs/create-and-validate-a-metric-in-reporting-beta). - **Copy link:** copy a link to the report. - **Duplicate:** make a copy to change without touching the original. - **Share…:** give people or teams access. Refer to [Share reports, dashboards, and folders in Reporting (Beta)](/plan-and-pay/docs/share-reports-dashboards-and-folders-in-reporting-beta). ![The more menu on a saved report, with Convert to metric highlighted.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/reports-beta_build-a-report_05.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A06%3A54Z&se=2026-11-15T01%3A06%3A54Z&sr=c&sp=r&sig=X7BuZEtqhBhtBx41%2Fm6jnsxoqU7JT2%2BtafoA7YMmK6M%3D) ## See examples - [Example: Find coverage gaps in Reporting (Beta)](/plan-and-pay/docs/example-find-coverage-gaps-in-reporting-beta) - [Example: Compare territory balance in Reporting (Beta)](/plan-and-pay/docs/example-compare-territory-balance-in-reporting-beta) - [Example: Report on commissions earned in Reporting (Beta)](/plan-and-pay/docs/example-report-on-commissions-earned-in-reporting-beta) ## Related - [Build a dataset in Reporting (Beta)](/build-a-dataset-in-reporting-beta.md) - [Set up drill-downs in Reporting (Beta)](/set-up-drill-downs-in-reporting-beta.md) - [Troubleshoot Reporting (Beta)](/troubleshoot-reporting-beta.md) - [Add calculated fields and measures in Reporting (Beta)](/add-calculated-fields-and-measures-in-reporting-beta.md)