Manage standalone reports

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  • Published on Nov 13, 2025
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Save and edit reports that you create as standalone reports that are independent from dashboards.

Before you begin

Access an independent report

  1. Go to Reports.

    Reports option highlighted in the top navigation menu.

  2. Select the folder where you saved the individual report that you want to manage.

  3. Select the report.

  4. Edit, save or manage the report as needed.

Edit and save a standalone report

  1. Select the following options, as needed:

Option

Description

Edit

Opens the chart builder to edit the measures and dimensions of the report.

Save As

Saves the report as a new report.

Save

Saves changes to the existing report.

Manage a standalone report

When you create a standalone report, it automatically generates a chart and a table in the report view.

  1. Click the menu â‹®.

  2. Select the following options, as needed:

Option

Description

Refresh Report

Refreshes the report data to ensure the most recent data is displays.

Show/Hide Labels

Displays or hides values directly on the chart and when you download an snapshot of the chart.

Note

To view specific values, hover over the chart.

Download

Downloads a snapshot of the report:

  • If report is a chart—downloads a .png snapshot.

    Note

    If you want data to be visible in the downloaded image, select Fixed Label before you download the snapshot.

  • If a report is a table—downloads an .xlsx file.

Pin to Dashboard

Pins the chart or table report to a dashboard where the report will be available in both the selected dashboard and independently in the folder.

Share Report

Creates and copies a shareable link to the report.

Note

Each time you click share, a new link is created. Users have to log in to Fullcast to view the report from the link. Links expire after 7 days.

Select report data to display

On certain report types you can drill down or select specific period of time for the data you want to view in the report.

Option

Description

Levels

Displays the level of data on the chart and when you download a snapshot. Only available on select report types.

Time period

Displays data for the selected period of time. Only available on select report types.