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andrew_cummins
Helper ⭐️
March 16, 2017
Released

Allow inline editing in tabular reports

Related products:CS Reports
  • March 16, 2017
  • 78 replies
  • 2924 views
It would be great to be able to view a tabular report, ie cases, opportunities, projects, etc. and be able to simply click on the cell in the tabular report, edit the cell, and have that update the associated object record. 

    78 replies

    gunjanm
    Expert ⭐️
    February 24, 2021

    @dan_ahrens does this happen to be coming with the Reporting Horizon experience? @lindseyyoung5 @ashleyyoung @jamieordway @jesse_reyes throw some votes on here please!!

      
    End Proctoring-
     
    Gunjan
    dan_ahrens
    Expert ⭐️⭐️⭐️
    February 24, 2021

     @dan_ahrens does this happen to be coming with the Reporting Horizon experience? @lindseyyoung5 @ashleyyoung @jamieordway @jesse_reyes throw some votes on here please!!

      
    End Proctoring-
     

    Unfortunately this is not part of Horizon Analytics. Sorry. 

    VP of Customer Success at Forcepoint
    sarahmiracle
    VIP ⭐️⭐️⭐️⭐️⭐️
    October 25, 2021

    I thought I heard somewhere that inline report editing for company attributes is possible with Horizon Analytics -- did I misunderstand or is this still a “coming soon” feature?

    Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
    rakesh
    Gainsight Employee ⭐️
    Lets put your data to work!
    October 26, 2021

    I thought I heard somewhere that inline report editing for company attributes is possible with Horizon Analytics -- did I misunderstand or is this still a “coming soon” feature?

    In Gainsight Home, we have released a “My Portfolio” widget - where editing company attributes inline is already possible. We are working on adding this widget to Dashboards as well. 

    lori_dinardo
    Contributor ⭐️⭐️⭐️⭐️
    October 27, 2021

    I have had 2 clients in the past week ask for in-line editing on tabular reports on any dashboard.  

    bradley
    Expert ⭐️
    October 27, 2021

    Love this but would very much like people ability to do in-line editing controlled by user permission sets and not just some global on/off please :)

    Contributor ⭐️
    October 27, 2021

    @rakesh being able to edit fields in-line from dashboard reports would be a HUGE benefit and problem solve. it doesn’t help us to have Gainsight as our CS source of truth if our CSM still has to go to the SFDC page to make an update. 

    lori_dinardo
    Contributor ⭐️⭐️⭐️⭐️
    October 27, 2021

    Love this but would very much like people ability to do in-line editing controlled by user permission sets and not just some global on/off please :)

    AGREED!!! 

    Contributor ⭐️⭐️
    March 21, 2022

    Any updates here? I would love to see this functionality when management needs to make new account assignments based on CSM departures or team changes. I am doing the same thing as Curtis with the excel export and re-upload. 

    Contributor ⭐️⭐️⭐️
    April 26, 2022

    +1 to this, we would love to be able to in line edit reports, especially ones that are referencing low volume objects. We have several use cases for this.

    I know that we can do some in line editing on the porfolio for the company object, and that’s great! But we have a few low volume objects that could greatly benefit from this.