updating submitted report data with current field settings from the manage fields page

Modified on Thu, 17 Aug 2023 at 03:56 PM

Updating the "Manage Fields" Page

There may be times when you or your reporters will need to update or add Group Field data to your Identifiers.  When this happens, you may want to update previously-submitted report data to reflect the changes or additions for multiple Identifiers at the same time.

Here are the steps to follow:

  1. On the left, in your Mission Control, select Groups.

  2. Find the section called Manage Groups and use the drop-down to choose the group you’d like to work on.

  3. On the top-right, use the More menu to click Manage Profile Layouts and Fields.

  4. On the next page, use the More menu to click Manage Fields.

  5. On the next page, find the column called Update Report Data with Current Field Settings.

    Any Fields with report data will have a Customize button in this column. Click the button to begin the 4-step process:

  • Step 1: Choose the report period(s) that you would like to be updated with the new or edited Field data.

    Hint Let your cursor hover over the "?" symbol to reveal the Form Name at issue.  You’ll also see the text of the Hyperlink that Reporters saw when they completed the report. 

  • Step 2: Choose which Identifiers should be updated.

    Note: If there are Identifiers with report data that used to be linked to this Field, but aren’t any longer, their names will be displayed in green. If you select these Identifiers, all data for this Field on those Identifier’s selected Reports will be deleted.)

  • Step 3: Confirm Your Selection. There are two steps to confirming your selection.  First, click I confirm my selection.

  • Then, move to Step 4 and click the Perform Update button.

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