Custom Reports

Can I Configure or Edit Records in Bulk?

Bulk editing makes it easy to update multiple records within a report all at once.

Bulk Edit

When viewing a Custom Report, click on the 3 dots to the right of the title and select "Bulk Edit" from the drop-down menu. 

Screenshot 2023-11-21 at 3.17.46 PM

This opens a window with the options to either Update all of the *Records or Delete them.

Custom Report Bulk Update

The Update Records option will pull up the following window. Please note that the fields here will change depending on the type of report you have created.

Custom Report Bulk Edit2

In the Bulk Edit window, you can:

  1. Update the Type/Status to which your records belong
  2. Change Sales Rep that is currently assigned to the records
  3. Either replace or add other Assignees to the records
  4. Either replace or add more Tags to the records
  5. Click Update Records to implement the change(s)

Bulk Delete

You can delete all of the records in the report you created. This will not delete anything outside of the current Saved Report, so be sure to filter appropriately.

You will be given a warning saying this will permanently delete the records before you can progress with the action.

Only do this if you are absolutely sure you want these records to be deleted.

*Work Orders cannot be edited or deleted in bulk at this time.