How to edit a report directly in planEASe — and why you usually should not. planEASe regenerates every report fresh each time you open it — reports are not stored documents, they recalculate live from the Assumption Set. Any manual edits made to a report are temporary and apply only to the current view for printing purposes.

Editing: click any item in a report — any white area in planEASe has an associated action; the status bar at bottom left confirms "click anywhere to edit this report." Edit / Insert Row to add rows. Type new values or labels directly into cells. What you see is what prints — if you print immediately after editing, the modified version prints. However, editing one number does not automatically recalculate related totals — if you split a line item into two manually, the original total stays the same only if your entered numbers add up correctly (e.g. splitting $11,000 closing costs into two rows that still sum to $11,000).

Why edits do not persist: exit the report and reopen it — all manual edits are gone because planEASe regenerates the report fresh from the Assumption Set every time. This is by design — it guarantees reports always reflect the current assumptions with no risk of stale manually-edited numbers being presented as current.

When editing is appropriate: minor label changes just before printing (e.g. relabeling "Closing" to "Cost"), or breaking out a line item for a specific presentation. When editing is risky: any numeric change that is not carefully cross-checked against other totals — since planEASe does not recalculate dependent figures, a manual edit can make the report internally inconsistent for that one printed copy.