Update Fields from the Report Run Page with Inline Editing (Beta)

Keep the data in your reports and object records up to date while saving time and clicks. When the source data for a report gets out of date, it’s not necessary to go back to the original object record to update the information. With inline editing, you can update certain types of text, numeric, and checkbox fields without leaving the Report Run page. For example, Sales reps can run an opportunity report and review and update the opportunity amounts in one place.

Where: These changes are available in Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

Note

Note

As a beta feature, inline editing on the Report Run page is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for this feature in the IdeaExchange/X group in the Trailblazer Community. For information on enabling this feature in your org, contact Salesforce.

How: First, contact Salesforce Customer Support and request to have inline editing turned on. Then in Setup, from Reports and Dashboards Settings, select Enable Inline Editing in Reports (Lightning Experience only), and save your changes.

Dashboard example, showing location of Download option

You’re now set to go. Open a report and hover over the text, numeric, or checkbox field that you want to edit. If you see a pencil icon, you can click it, modify the value, and then save. The field value is updated on the report and in the source record, and the report reruns automatically.

Dashboard example, showing location of Download option

A lock icon means that the field isn’t available for inline editing.

Dashboard example, showing location of Download option

Inline editing isn’t supported for these fields and field types.

  • Task and event object fields
  • System fields such as Record ID and Created Date
  • Compound fields, including name and address fields
  • Picklists
  • Custom date/time fields
  • Encrypted text fields
  • Formula fields
  • Standard fields of type date/time, auto number, rollup summary, record type, master-detail, long text area, rich text, or hierarchy
  • Other fields where editing isn’t permitted due to restrictions in the page layout or record type