Can I edit the records in my Custom Report?

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

Bulk Edit

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

Clicking "Edit" will simply pull up the Report Builder.

Custom Report View Menu

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 a window the following window. Note: This window will change depending on the type of report you have created.

Custom Report Bulk Edit2

In the Bulk Edit window, you can:

  1. Update Type/Status to which your records belong
  2. Update Sales Rep that are 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. Update Records will initiate the change

Bulk Delete

You can also delete all of the records in the report you created. This will not delete anything outside of the current Saved Report. 

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.