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The Edit Report feature allows you to modify tabletop report details after the exercise has been completed. You can update the report title, exercise date and time, participant information, action items, and report content sections including overview, objectives, key insights, lessons learned, and recommendations.

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Accessing Edit Report

1

Navigate to the report

From your dashboard, locate and open the tabletop report you want to edit.
2

Open edit mode

Click the “Edit” button in the report header or navigate to the edit page from the report actions menu.
You must have Admin or Owner role permissions to edit reports.

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Report Details

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Report Title

You can update the report title to better reflect the exercise content or for organizational purposes.
Important: The report title must be unique within your organization. You cannot use the same title as an existing report.

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TTX Date and Time

The exercise date and time can be adjusted to reflect the actual start time of the tabletop exercise.
You cannot set the exercise date and time to a future date. The date must be in the past.

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Participants

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Hide Participant Names

You can choose to hide participant names in the final report for privacy or confidentiality purposes. When enabled, participant names will be replaced with generic identifiers (e.g., “Participant 1”, “Participant 2”) in the exported report.
When participant names are hidden, the name input fields will be hidden in the edit interface. You can still view and edit participant names by disabling the “Hide participants names in report” option.

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Editing Participant Names

You can update participant names to correct any transcription errors or update names that were incorrectly identified during the exercise.
  • First Name: Required field for each participant when names are visible
  • Names are automatically saved when you click “Save” on the edit page

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Editing Participant Roles

Each participant can have one or more exercise roles assigned. You can update these roles to accurately reflect each participant’s function in the exercise.
Participant IDs: Each participant has a unique ID that remains constant. Do not attempt to reorder participants by manually switching names and roles between different participant entries. The ability to sort participants will be available soon.
Changing participant names or roles may affect how the report references participants in the transcript and action items. Review the report carefully after making changes.

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Report Content

You can edit the main content sections of the report to refine the automatically generated summaries and add additional context or insights.
Participant Mentions: All content sections support tagging participants using the @ symbol. Type @ followed by a participant’s name to mention them in the text. Mentions will automatically update if participant names or display settings change.

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Overview and Outcomes

The Overview and Outcomes section provides a high-level summary of the tabletop exercise. You can edit this text to:
  • Refine the automatically generated summary
  • Add additional context or details
  • Highlight key outcomes or results
  • Tag specific participants using @ mentions
This section uses a rich text editor. You can format text and include participant mentions by typing @ followed by a participant’s name.

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Objectives

The Objectives section lists the goals and objectives of the exercise. You can:
  • Edit individual objective items
  • Add new objectives by typing - or * followed by a space to create a bullet point
  • Remove objectives by deleting the text
  • Reorder objectives by editing their content
  • Tag participants in objectives using @ mentions
Objectives are displayed as bullet points. To create a new bullet point, type - or * followed by a space at the start of a new line.

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Key Insight

The Key Insight section highlights the most important takeaway from the exercise. You can:
  • Refine the automatically generated insight
  • Add additional context or analysis
  • Emphasize specific findings or observations
  • Tag participants who contributed to the insight using @ mentions
This section uses a rich text editor that supports formatting and participant mentions.

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Lessons Learned

The Lessons Learned section is divided into three subsections that capture different aspects of the exercise:

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What went well?

This subsection captures positive aspects and successful elements of the exercise. You can:
  • Edit existing items
  • Add new items by typing - or * followed by a space
  • Remove items by deleting the text
  • Tag participants using @ mentions

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What can we improve?

This subsection identifies areas for improvement. You can:
  • Edit existing improvement items
  • Add new items by typing - or * followed by a space
  • Remove items by deleting the text
  • Tag participants using @ mentions

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What did we learn?

This subsection captures key learnings and insights gained from the exercise. You can:
  • Edit existing learning items
  • Add new items by typing - or * followed by a space
  • Remove items by deleting the text
  • Tag participants using @ mentions
All three Lessons Learned subsections use bullet point editors. Type - or * followed by a space to create a new bullet point.

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Next TTX Recommendation

The Next TTX Recommendation section provides guidance for future tabletop exercises. You can:
  • Edit the recommendation text
  • Add specific suggestions or next steps
  • Format the text with line breaks and emphasis
  • Tag participants who should be involved in future exercises using @ mentions
This section uses a formatted text editor. The last line will be automatically bolded if it’s not a numbered list item, making it ideal for highlighting key recommendations.

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Action Items

Action items are automatically extracted from the exercise transcript and can be edited, reordered, and prioritized.

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Editing Action Items

You can modify the following properties for each action item:
  • Action Title: The main title or summary of the action item
  • Priority: Mark as high or low priority
  • Rank: Automatically updated when you reorder items

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Prioritizing Action Items

Action items can be organized into two priority levels:
  • High Priority: Maximum of 5 action items can be marked as high priority
  • Low Priority: All other action items
You cannot have more than 5 high priority action items. If you try to move a 6th item to high priority, the system will prevent this action.

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Reordering Action Items

You can drag and drop action items to reorder them within their priority level:
1

Select an action item

Click and hold the grip icon (⋮⋮) on the left side of an action item.
2

Drag to new position

Drag the action item to its new position within the same priority level or to a different priority level.
3

Drop to reorder

Release the item to drop it in the new position. The rank will be automatically updated.
Action item ranks are automatically recalculated when you reorder items. High priority items are ranked first (1-5), followed by low priority items.

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Reverting Changes

You can revert individual sections back to their original automatically generated content. Each section that has been edited will display a “Revert to Original” button.

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How Revert Works

When you click “Revert to Original” for a section:
  1. A confirmation dialog will appear asking you to confirm the revert action
  2. The section will immediately display the original content (before any corrections were made)
  3. The revert will be applied when you save the report
  4. The original correction for that section will be removed from the report

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Sections with Revert Functionality

The following sections support individual revert:
  • Report Details: Reverts the report title and TTX date/time
  • Participants: Reverts participant names and roles
  • Overview and Outcomes: Reverts the overview text
  • Objectives: Reverts all objectives
  • Key Insight: Reverts the key insight text
  • What went well: Reverts all items in this section
  • What can we improve: Reverts all items in this section
  • What did we learn: Reverts all items in this section
  • Next TTX Recommendation: Reverts the recommendation text
  • Action Items: Reverts all action items to their original state
The “Revert to Original” button only appears for sections that have been previously edited. If a section hasn’t been modified, the revert option won’t be available.
Reverting a section will immediately update the displayed content. If you make further edits after reverting, the revert will be cancelled and your new edits will be saved instead.

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Saving Changes

All changes are saved together when you click the “Save” button. The system will:
  1. Update the report details (title, date, participant display settings)
  2. Update participant information (names and roles)
  3. Update report content sections (overview, objectives, key insight, lessons learned, recommendations)
  4. Update action items (titles, content, priorities, ranks)
  5. Remove any corrections that were reverted back to original values
The edit page header displays a badge showing the number of unsaved changes. This helps you track which sections have been modified before saving.
If you have unsaved changes and attempt to leave the edit page, you will be prompted to confirm that you want to discard your changes. All unsaved changes will be lost if you proceed.

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Saving Limitations

  • Network Errors: If you encounter a network error while saving, check your connection and try again. Your changes remain in the form until you successfully save or leave the page.
  • Validation Errors: If the report title is not unique, you will receive an error message and must choose a different title before saving.
  • Concurrent Editing: If multiple users attempt to edit the same report simultaneously, the last saved changes will overwrite previous edits.

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Frequently Asked Questions

No, the transcript content cannot be edited directly. The transcript is generated from the original recording and is maintained as an accurate record of the exercise. You can edit participant assignments and action items that reference the transcript, but the transcript text itself remains unchanged.
If multiple users edit the same report simultaneously, the last saved changes will overwrite previous edits. It’s recommended that only one person edit a report at a time to avoid conflicts.
No, you cannot add entirely new action items that weren’t detected in the transcript. You can only edit, reorder, and reprioritize action items that were automatically extracted from the exercise recording.
You need the Admin role to edit reports. View-only users cannot modify report details, participants, or action items.
You can revert individual sections back to their original automatically generated content using the Revert to Original button:
  • Each section that has been edited will display a “Revert to Original” button
  • Click the button to see a confirmation dialog
  • Confirm to immediately revert that section to its original content
  • The revert will be applied when you save the report
The “Revert to Original” button only appears for sections that have been previously edited. You can revert multiple sections independently - you don’t need to revert all sections at once.
If you make further edits to a section after reverting it, the revert will be cancelled and your new edits will be saved instead.