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New Idea

In-line editing for drill-down reports

  • December 6, 2024
  • 1 reply
  • 10 views
  • heather_hansen
    heather_hansen
  • JSutton
  • nburke

Currently in-line editing is limited to only basic reports. However, it would be great if we could add the ability to do in-line editing on the drill-down reports as well.

1 reply

  • Helper ⭐️
  • 33 replies
  • April 10, 2025

YES!  We need this because we want to use KPI reports for so many things as it’s a great visual alert for our CSM’s but there is no way to edit the drill down report fields. For example if we want a KPI report showing TASKS DUE TODAY if I drill down into that data I want to be able to edit the due date right there. But instead, I have to click into the task and then edit the due date there which is more clicks/steps and takes more time.  


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