How to Enable Editing Records on Reports

When the rows in a report display information from unique records, such as incident reference numbers, contacts’ names, or organizations’ names, you can perform actions on the records directly from the report.

There are two methods to edit records directly from a report.

• Inline editing—Using inline editing, you can double-click or right-click an individual field on a record shown on a report to make changes to the field. For instance, you can double-click the name of a staff member an incident is assigned to and then select a different staff member from a menu that displays to assign it to someone else. When you enable inline editing on a report, you can select which fields can be edited inline.
• Record commands—By adding command links or buttons to a report, you can edit, delete, copy, or perform other actions on individual records shown on the report. Record commands are shown on reports as buttons on the ribbon, as links in the report rows, or as record commands when you right-click a record. When you enable record commands on a report, you can select the default action that should be performed when you double-click a record on the report. You can also select which commands should be available as buttons, links, and right-click menu commands.

Note: To edit records shown on reports, staff members’ profiles must include permissions to modify the appropriate record types.