Keep the data in our 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 When the source data for a report gets out of date, it’s not necessary to go back to the original object record to update the information.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, we 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.
First, contact Salesforce Customer Support and request to have inline editing turned on.
Step-1 : Navigate to Setup
Step2: Then search for the Reports and Dashboards Settings and open it.
Step3 : select Enable Inline Editing in Reports (Lightning Experience only), and save our changes.
Step4 : Open a report and hover over the text, numeric, or checkbox field that we want to edit. If we see a pencil icon, we can click it, modify the value, and then save. The field value will updates on the records and automatically report will run.
A lock icon means that the field isn’t available for inline editing.
Inline editing isn’t supported for these fields and field types.
Reference : Click here
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