Allow inline editing in tabular reports

Catalyst today allows you to edit fields directly from dashboard reports, and the colors are prettier too. 

Just sayin….

Hi All, We understand that there is continued demand for Inline Editing in Reports and we would like to reiterate that it's part of our roadmap. We will soon start conducting our research on this feature. I will keep this thread posted on the updates including VCAM details.

 @Prateek Parashar wait - you’re just now starting research into this feature? 6 months ago we were told this was “in the works” (see above)

So in reality it’s at least a year (or two!) out before we see this addition…. that’s very disappointing.

I agree with @darkknight here - this has clearly been a huge priority for years. It’s a simple ask (understanding building it is not simple) that is the easiest way to get people off of spreadsheets: give them a spreadsheet view to do their thing. The GS Home Portfolio view is NOT sufficient by any means. 

I would add: as you do this, please DO NOT just limit it to Company. Do it for any object we may allow. Think about the possibilities for collaboration between SFDC & GS if we allowed forecasting on Opportunities, for example. And no, this is not an opportunity to pitch Renewal Center.

I am also very interested in this. I would like to see it for all objects, but also have permissions at the user/group level. 

This would be such a game changer for my organization. I’d expect to see a TON more engagement from my CSMs with their dashboards if I were able to provide them with in-line editing capability. 

And to then have reporting that aggregates those fields?! I feel as though I could really get my CSMs out of spreadsheets and into GS consistently.

Dear All,

We would like to invite you to participate in a survey that we are conducting on Inline Editing in Reports. The purpose of this survey is to know and hear your thoughts on a few key aspects of the feature.

The survey should take approximately 2-3 mins to complete. To participate in the survey, simply click on the link.

If you have any questions or concerns, please feel free to drop a comment below.

Thank you for taking the time to share your thoughts with us. Your input is essential in helping us to build a feature that meets your needs.

Regards

Prateek

@CurtisValentine, @darkknight, @gunjanm, @johntrask_bt, @edleguizamo, @wyattfarino, @mindy, @donnajfuchs, @lori_dinardo, @bradley pointing you to the survey in case you missed.         

Completed :)

Survey submitted 🤘