Report Collaboration lets you to edit data from your sheets and forms directly in the generated report. Comments and tasks can be used to communicate with your team in the context of your report.

Edit sheet and forms data directly in your report by clicking a hotspot. Hotspots are indicated by an underline to show where data is being pulled in from your engagement. Click on a hotspot to open its editor menu.

In this menu you can edit the data directly. There is a 2-way connection between your hotspot and your engagement data, so changes made to a hotspot will sync back to your sheet or form. You can open the corresponding sheet or form by click on the Open button in the upper-right.

When you edit a field, changes are saved back to the form or sheet field after you click out of the cell. An icon will indicate the number of places this field appears in the report so you can see if your changes are updating in multiple places.

When a sheet or form field is changed, the report doesn’t update automatically. If your report needs to be updated, a blue banner will prompt you to regenerate. Here are the types of changes which require report regeneration:

When a new version of the report is generated, the version can be seen in the version history of the document. While you can view and download an older version of the report, you can’t reinstate that version—you'll need to change the sheet and form data manually to go back to editing that version.

Tasks and comments can be added to your report to communicate and assign work to teammates. They can be added directly to a hotspot to communicate in context of your engagement data.

Click Document template at the top of your generated report to view the template it was created from. If changes are made to the template, you'll be prompted to regenerate next time you open the previously generated report.

You can share the report with clients giving them permission to edit the document. Clients can only edit data that is connected to a hotspot. Client hotspot permissions are determined by the permissions set on the sheet or form that's connected to each hotspot.

To give clients edit permission to a hotspot:

If you enable client edit permissions on the report, but disable client permissions on your sheets and forms, the client will have view-only access to the report.

Client permissions for a hotspot can be seen by viewing the icon under that field in the hotspot menu. Click the permissions icon to open the sheet or form and update the client permissions.

If a user does not have edit permissions on a hotspot, a warning will be shown. Users who don't have edit permission to a hotspot can still add comments or tasks to the field.

Click Edit > Unlink data to disable Report Collaboration on this report and disconnect your hotspots. After this, the report will become a normal Word document that can be freely edited. This action is not reversible. This should only be done after the sheet and form data will no longer be updated in the engagement.

In an unlinked report, any changes you make to the document will only affect that copy of the report, and will not be updated in your sheet and form fields. To update the sheet and form data in an unlinked report, you'll need to regenerate the report, and any changes that were made to the document will need to be manually re-applied.