How You Edit Data on a Report

When a report displays unique records, such as incidents or opportunities, the Inline Editing feature lets you edit the values in columns shown on the report without opening the records.

Individual values can be edited directly from the report, or you can edit values in multiple records. For example, if a report shows the staff member an incident is assigned to, you can change the assigned staff member from the report without opening the record, or you can reassign several incidents shown on the report to a selected staff member.

Note: In order for staff members to edit records using inline editing, their profile must include permission to edit the type of records returned in the report. See Analytics Permissions. In addition, inline editing must be enabled for the report and the report must display data that can be edited. See Enable Inline Editing.

When you edit data inline on a report, the changes you make need to be saved to the server. If this done, the information stored in the server’s database will not be updated. You can either manually save the changes or use the Auto Save feature to automatically save each change after it's made.