📝 Editing Executive Summary Next Steps in Reports

👋 Overview

If you recently opened the Executive Summary in a report and could not find the familiar Edit button, you are not alone. The classic report experience has moved into the new Report Builder, and the way you edit content has changed. The good news: everything is still fully editable, including the Next Steps list. This article shows you how to edit or remove a Next Step that is out of scope.

🔄 What Changed in the New Report Builder

In the previous version, each section had its own separate Edit button. In the new Report Builder, editing is now inline. Instead of opening a separate editing mode, you click directly on the text or block you want to change. This makes editing faster, but it also means the old standalone button is gone. The Executive Summary and its Next Steps work the same way as every other section, and the generated summary text itself is fully editable.

✏️ How to Edit the Executive Summary

Follow these steps to update the Executive Summary text:

1. Go to Reports → Report Builder and open a report (the page is titled Executive Summary).
2. Scroll to the Executive Summary section.
3. Hover over the summary text or the Next Steps block. An editing toolbar or highlighted outline will appear around the editable area.
4. Click directly on the text you want to change and start typing.
5. Click anywhere outside the block to save your changes automatically.

🗑️ How to Remove a Next Step

To remove a Next Step that is not part of your scope:

1. In the Executive Summary section, hover over the Next Steps list.
2. Move your cursor over the specific step you want to delete.
3. Click the delete or trash icon that appears next to that item. If no icon appears, click into the line and clear the text, then remove the empty line.
4. Confirm the item is removed from the list.
5. Repeat for any other steps that are out of scope.

Your changes are saved automatically. There is no separate Save step required.

➕ How to Add or Reorder Next Steps

You can also expand or reorganize your Next Steps to match the client's scope:

• Add a step: Click at the end of the last item and press Enter, or use the add option in the block toolbar, then type your new step.
• Reorder steps: Hover over a step and use the drag handle to move it up or down. Note: our team is aware of a known issue where the Executive Summary edit layout can be missing draggable sections. If no drag handle appears, this is a known issue currently being worked on — in the meantime you can reorder by editing the text of the steps directly.
• Edit a step: Click directly on the text and type your revision.

💡 Tips for Cleaner Reports

• Review the full Next Steps list before sharing a report, and remove anything outside the agreed scope.
• Keep each step short and action-focused so clients understand what happens next.
• Preview the report after editing to confirm your changes display correctly.

🛠️ Troubleshooting

If you cannot edit a section, try the following:

• Refresh the page to make sure the latest Report Builder is loaded.
• Confirm your account has permission to edit reports.
• Make sure you are hovering directly over the text block so the inline tools appear.
• Clear your browser cache if the editing toolbar does not load.
• If drag handles for reordering do not appear in the Executive Summary edit layout, this is a known issue our engineering team is actively addressing; editing the step text directly still works in the meantime.

Dedicated removable Next Steps and Recommended Actions components in the Executive Summary custom layout are also in progress; until they ship, use the inline delete/clear method above to remove out-of-scope steps.