Modify Reports with Quick Edit

Quick Edit lets you modify an existing report without rebuilding it. You can update fields, adjust filters, preview results, and export data.

Who Can Use This Feature

Quick Edit is available to users with Creator permissions in Emburse Analytics Pro.

Quick Edit is available for reports only.

Open Quick Edit from a Report

  1. Select the REPORTS tab.

  2. Find the report and select More Actions.

  3. Select Quick Edit.

    Reports tab with Acruals/Unexported Spend report highlighted, More Actions button selected, and Quick Edit chosen in the menu

    The Quick Edit panel displays, allowing you to modify the report configuration.

    The Fields section on the left displays all fields on the report.

    The Filters section on the right displays all filters on the report.

Overview of the Quick Edit screen for the Accruals / Unexported Spend report

Reorder, Remove, or Add Fields

You can adjust which fields display on the report and how they are arranged.

Reorder Fields

  1. On the Quick Edit screen, locate the Fields section.

  2. Use the squares to the left of the field name to drag it to the desired position.

User dragging a column to change its position in the report column list

Add Fields

  1. Select ADD FIELD.

    2. Quick Edit screen with Add Field button highlighted

  2. Begin typing the field name to choose from the available list.

  3. Select the checkbox(es) next to the desired field(s).

  4. Select SAVE.

    5. Add Field screen showing the search bar, check boxes for various fields, and Save button

    The new field displays at the bottom of the list. Use the squares to the left of the field name to drag it to the desired position.

Remove Fields

  1. In the Fields section, locate the field you want to remove.

  2. To the right of the field name, select the Trash Can button. .

    3. Trash can button next to a field name on the Quick Edit screen

Adjust or Add Filters

Quick Edit allows you to modify existing filters or add new ones to refine your report results.

Adjust Default Filters

  1. In the Filters section, locate the existing filter.

  2. Update the filter values as needed. See "Filters" in Add and Edit Report Content for complete details.

    3. Editing filter values on the Quick Edit screen

Add New Filters

  1. Select ADD FILTER.

    2. Quick Edit screen with Add Filter button selected

  2. Begin typing the field name to choose from the available list.

  3. Select the checkbox(es) next to the desired field(s)

  4. Select SAVE.

    5. Add Filter option with field selection and criteria settings

Preview Report Output

Preview displays the modified report using live data so you can verify the output before downloading.

  1. In the upper-right corner of the Quick Edit screen, select RUN.

    2. Quick Edit screen with Run button selected in upper right

The Preview screen displays a subset of the records for your review.

  1. To make changes, select KEEP EDITING.

    Report preview with Keep Editing button selected

Download Report Results

When you are finished modifying the report, you can export it in multiple formats.

  1. In the upper-right corner of the Quick Edit screen, select RUN.

    2. Quick Edit screen with Run button selected in upper right

  2. On the Preview screen, select DOWNLOAD.

    3. Report Preview screen with Download button selected

  3. Use the dropdown to choose one of the following file formats.

    • XLSX

    • CSV

    • HTML

  4. Select DOWNLOAD.

    5. Download screen with file name, selected file type, and download button highlighted

    A file containing all applicable records downloads to your device.

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