Allow inline editing in tabular reports

We have one particular thing that we are tracking in a custom low volume object that is very important. Right now the experience for CSMs to update information is that they have to go to each relationship 360, navigate to the section where we store this information, click into the edit button and update. Then go to the next relationship and do the same thing. For our low-touch CSMs they could have lots of updates to make and it is a very slow and tedious process. Would love tabular reports to be editable in-line!

@rakesh may we please have an update on generally when we can expect in-line editing on dashboards? It’s a growing need. Thx

This would be very valuable to my CS team. Especially our launch managers who have to manage a lot of moving parts via several fields.

@anirbandutta may you please help us get an update on this item and a target timeline? It’s 5 years old and has 106 votes.  Clearly a very popular and desperately needed feature. 

My Portfolio coming to dashboards is not enough.  We need this functionality across the platform.

Thank you for your help!

Roger that @darkknight and I’m checking internally for any plans around this.

Just to circle back that this is in the works. No more specifics to share right now @darkknight but soon.

+1!!!!  This would be a great enhancement.  Our team currently loves the fact you can do inline editing in the My Portfolio report in Gainsight home.  If we can have this for all other tabular reports in Dashboards, it would be a hit.   

In a perfect world, we wouldn’t need this, but we don’t live in a perfect world and sometimes we have to clean data for our book of business while we fix the overall issue with the workflow.  Being able to do this for a book of business report would be excellent!  

This is an old thread but hoping that this would come soon. It was a huge want in my last role and it started to bubble up in my new company. We have CSMs needing to make 100+ click and loads at times from dashboards that prompt them to update data in the system and having this capability would substantially reduce the burden.

@Prateek Parashar could you pl share the latest on this?