In line editing in tabular report on dashboard

Related products:CS Reports

Forum|Forum|10 years ago
February 1, 2016
14 replies
160 views

A customer has requested an easy and quick way to update a customer attribute for each customer by the CSM, instead of going into each R360 to edit the field in the summary section. Ideally, creating a tabular report to display on a My Customers dashboard that would have their customers listed and a set of fields also displayed; and then somehow editing right there are the dashboard either by double clicking into each cell they need to update or clicking edit next to each customer, updating the cell and then saving.

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dan_ahrens

Expert ⭐️⭐️⭐️

@manu - this just came up on another thread. This thread is internal, so I can't link it to the thread created by the customer...but worth checking out: https://community.gainsight.com/gainsight/topics/allow-inline-editing-in-tabular-reports

VP of Customer Success at Forcepoint

nadav_shemtov

Contributor ⭐️⭐️⭐️⭐️⭐️

Just bumping this up as both HPE and CA have asked for the ability to edit attributes on a dashboard / report - this would be similar to how the mass edit view works for a scorecard, but for other attributes (e.g. engagement status, CSM, AE etc.)