Both the Key Reports tab and the Key Systems tab allow you to make edits to your items in bulk via the Bulk Import button, which can be found on the starting page of the respective tabs:
When clicking the Bulk Import button you will first be able to download a template/workbook of all existing Key Reports/Systems:
When you open the downloaded file, you’ll see all Key Reports/Systems as they currently exist. From here you can make changes to existing items, delete existing items, and add new items. It’s important to note the Internal ID column should never be modified. If a new item is added, then the Internal ID column should remain blank.
Once you click Next, you’ll then be able to upload a new/modified .xlsx workbook containing your Key Reports/Systems. If there are any issues with the uploaded file, you’ll be shown an error message detailing the problem areas.
If your file is good to go, you’ll be taken to the final screen where you’ll be shown a list of updates before you can then press the Confirm Import button.
