Overview
After generating your report, you may want to make changes to its contents. The steps for making changes vary depending on:
What type of content you want to change (mail merge data or fixed content)
What type of changes you want to make (adding new content or changing existing content)
Edit content from mail merge tags
To edit content that was generated from a mail merge tag, use the hotspots in your report. Hotspots are indicated by an underline to show where mail merge tags have pulled in data from your engagement’s sheets or form fields.
Click on a hotspot to open its editor menu and make edits your report contents. There is a 2-way connection between the hotspot and your engagement data, so changes made in a hotspot will sync back to your sheet or form.
Only existing mail merge tags can be edited in the generated report. To add a new mail merge tag to your report, you’ll need to add it to your report template first. Then, re-generate your report.
Edit fixed content
Fixed content in your template should be edited in the report template. Make your desired changes in the report template, then re-generate your report.
Fixed content is any text or formatting in your report that isn’t generated from mail merge tags.
Unlink a Report
Unlinking a report breaks its link with the source data (i.e. report template, sheets, and forms) and disables hotspots. In order to ensure a single source of truth, we recommend you only break the link once you're confident your engagement data will not change after this point.
Once the report is unlinked, you can edit it directly in Word. This can be helpful if you need to make any final formatting changes before issuing the final report.
If you later decide you want the data linked back up to the sheets and forms, you can regenerate a new version of the report, but any formatting changes you made in Word after you unlinked the report will not be maintained.