Sheet Summary Report - Want to edit fields within report

Sara_Cook

I created a Sheet Summary Report, and have found that the fields within the report are not editable, unlike a Row Report.  In a Row Report, I can click into the cell directly within the report and update it.  On my Sheet Summary Report, the cells in report are locked down and uneditable. 

Am I missing something in order to be able to do this?  Or should I submit an enhancement request for this functionality?  If it's not current functionality, is there reasoning behind why a Row Report will allow it but a Sheet Summary report will not?  I want to use a Sheet Summary Report as a Current User status report and it would save so much time to update overall project statuses from within the report instead of going to each individual report.

Andrée Starå

Hi Sara,

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Yes, Please submit an Enhancement Request when you have a moment.

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

 

 

Sara_Cook

Thanks for the reply!  I will submit an enhancement request now.

Andrée Starå

Excellent!

Happy to help!

Shaine Greenwood

Hi Sara,

You actually can edit some summary fields from a report. Right-click a row in the report and select Edit.

Some fields may still be read-only if they have formulas in them, but others can be edited.

Andrée Starå

Thanks, Shaine!

That's excellent!

I assumed it didn't work because I had formulas in all Summary Fields.

 

Andrée Starå

I assumed it didn't work because I had formulas in all Summary Fields.

Fortunately, I was wrong! Sorry about that!

Sara_Cook

Oh yay thank you so much!!  Actually for me, the right-click didn't work, but the little drop down arrow to the left of the row allowed me to Edit. I am so excited, this made my day!  (and will make my team's life easier!)

Sara_Cook

And you can now disregard my enhancement request.