Editable Fields in Preview Window

Reports can be defined to include one or more editable fields in the Report Preview window. These editable fields have a Save button to the right of each row. Save buttons also display in group headers and at the top of the report.

In the above example, the report has been defined to allow updating of the Target Hours field. Keyboard shortcuts for editing data are displayed for all reports with editable fields in the upper-right corner of the Report Preview window.

The Save button at the top of the report saves all records displayed in the report, not just those that have been modified. Similarly, a Save button in a Group Header saves all records in that group. To expedite performance, it is advised that you carefully designate report criteria on reports that will be using this feature to ensure only required records are displayed and updated.

Update a field on a report:

1. Locate the record and field you want to update.

   If the field has a tool tip, you can hold the cursor over the field to display the tip.

2. Enter the appropriate value.

   If the field is connected to a Module Lookup, you can press F2 on your keyboard or double-click the field to open the Module Lookup. You can then select a value from the Lookup.

3. Update any additional editable fields on the same row as needed.

4. Click the Save button.

   Once the data has been saved, the row refreshes. The updated data displays in green italicized text to confirm the update was processed.

5. Repeat steps 1-4 as necessary.

6. Make changes to multiple records on the report and save in a single step:

   1. Update the values on all desired records.

   2. Click the Save All button in the Group Header, or at the top of the report.

      Maintenance Connection proceeds to save ALL records in the report (or group), even those that have not been updated.

      As each record is saved, successful saves are displayed in green italic, while problem rows are displayed in red with appropriate error messaging.

      You can refresh the report when it is finished updating to correct any errors that were identified.