Add records in grid reports

Add new rows to grid reports to quickly add records without losing the context of the rest of the report.

Add rows to standalone reports

Enter edit mode on the report by double-clicking or pressing Enter on any editable cell, or by selecting the edit icon in the menu bar.
Select the Add record button on the top of the report.

Interface showing an option to add a record.

Add rows to reports embedded in forms

Grid reports embedded on forms (non-legacy) allow you to add child records in context—without having to leave the report or use subforms. To do this:

Edit the report by selecting the pencil icon at the top of the form.
Select the Add row button at the top of the embedded report.

Interface showing options to add a new task and add a row.

Hide or show the Add row button in forms

In edit mode of grid reports embedded on forms, you can control the visibility of the Add row button. To do this, use the Show create record buttons form property setting for the embedded report, available in the form builder Advanced options menu.

Enable this setting to show both the Add row button and New record button (used to create a child record via a subform or in a new page).
Disable this setting to hide both the Add row button and New record button from the toolbar.

In the same menu, you can use the Show toolbar option to hide or show the toolbar entirely.