Create a report

You can create eleven different types of charts or reports to view data specific to your go-to-market strategy.

There are two places from where you can create reports:

• Module—from Manage Accounts, Team Organization, or Manage Products, you can create a temporary report based on that module’s data. Reports created from a module’s Action menu are not saved unless you pin the report to a dashboard.

• Dashboard—from a Reports dashboard, you can create a report with access to all available data. The report is saved to the dashboard from which is was created.

Create a report from a dashboard

1. In Fullcast, go to Reports.

   

2. From the Folders menu, select the folder you where you want to save the report.

3. From the Dashboards menu, select the dashboard where you want to save the report.

   

4. Click Add Chart.

   

5. Use the chart designer to create the report.

Create a report from a module

Use this option to create temporary reports from the Actions menu in Manage Accounts, Team Organization, or Manage Products module. When you create a report from a specific module, you only have access to data and report types specific for the data in that module.

Note

Reports are not automatically saved when you plot the report. You must pin the report to a specific dashboard to save the configuration. If you exit the report view without pinning the report, you will lose the report configuration.

1. In Fullcast, go to the module from where you want to create the report—Manage Accounts, Team Organization, or Manage Products.

   

2. Click Actions and select Create a Chart.

   

3. Use the chart designer to create the report.