Why This Matters
In-line report editing allows users to quickly update specific fields within a report directly from the report view. This feature is especially useful for making fast changes to project-related data without opening the full report editor. Users can edit components like site survey notes or schedule details.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From the side panel, go to “Reports and Dashboard” and click on “Reports”.
Step 2
Select the report you want to edit (make sure it is of theprojecttype).
Step 3
Look for editable fields like “Site Survey Complete”, “Site Survey Notes”, or “Site Survey Schedule.”
Step 4
Hover over the field you want to update. Click thepencil-shaped edit iconto make changes.
Step 5
Type your updates directly into the field. Your changes will be saved automatically. Related ArticlesHow to Build a ReportHow to Use AND/OR Filters with ReportsHow to Enable the Schedule Appointment for Site Survey Setting and How to Assign Users for Site Survey Appointment?Set Up DiscountsHow to Enable Ensite Site Survey
Real-World Example
💡 A solar contractor uses the edit in-line report settings for custom views feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.
Pro Tips
Start small: Test this feature on one project before rolling it out company-wide.
Need help? Contact SubcontractorHub support — they're always happy to walk you through it.
Bookmark this guide: Come back anytime you need a quick refresher.
Troubleshooting
Problem | Solution |
Setting doesn't appear | Make sure you have admin access and refresh your browser |
Changes don't save | Check your internet connection and try clicking Save again |
Feature looks different | Your organization may be on a different plan — contact support |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors |