Data entry into a report

M_L

Hello,

I would like to have users enter data into a report, and not the underlying sheet or sheets. I know you can edit data in a report, but you cannot enter new data from the report view.

Is this possible? Or are there creative ways to do this?

I was thinking of creating a dashboard with the report, and then an entry form next to the report. A user would enter their data into the form, and submit, and the report would then be able to pick up the data and present it in the dashboard?

Matt

Kelly Moore

Hey @mlanterman

I'm sure the clever community folks will offer more alternatives.

Yes, I have done exactly as you have described. Alternatively, in a different process, I have a sheet where new rows come 100% from a form. On the form, I have a hidden field with a default value of the Form url. Thus the URL is inserted in a column for every row. I then pull this column into my report which makes the form accessible from the report - this is convenient for my workgoup.

cheers,

Kelly

Kelly Moore

Hey @mlanterman

I'm sure the clever community folks will offer more alternatives.

Yes, I have done exactly as you have described. Alternatively, in a different process, I have a sheet where new rows come 100% from a form. On the form, I have a hidden field with a default value of the Form url. Thus the URL is inserted in a column for every row. I then pull this column into my report which makes the form accessible from the report - this is convenient for my workgoup.

cheers,

Kelly

Andrée Starå

Hi @mlanterman

To add to Kelly's excellent answer.

Another option could be to create placeholder rows that could be used to add information when needed.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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M_L

@Andrée Starå and @KDM thank you both for the clever options. I will present a few ways to the business users and see which option they like most.

Have a great day.

Matt

Andrée Starå

@mlanterman

Excellent!

You're more than welcome!