Report as customizable table element in document templates

Use the Report as a customizable table element to document templates to insert a table report from any table in your app with simple styling you can format or rearrange.

Add the Report as a customizable table element

From the toolbar, select Add elements
Select Report as a customizable table
Select the dropdown in the Report field to choose a table and report
Decide to either Filter using report link settings or Do not filter for related records
Select Add

The report is added as a table with simple formatting that you can customize. Here is an example of how it will look:

table with a header row with field names and then one additional row with field references, like [Report Field: 6]

The table shows a single row populated with field references. When someone generates a document, there will be a row for each record included in the report, up to 1000 records.

Customize the table

After you have added the report as a customizable table, you can add any customization you like.

Use the table toolbar to customize the table. The toolbar is available when the table is selected. table options menu showing actions for rows, columns, merging, table properties, and cell properties

With the toolbar, you can do things like:

Create header rows and columns
Insert rows and columns
Delete rows or columns
Merge rows or columns
Access table and cell properties

You may also use source mode to customize the table. Learn more about using source mode in Build document templates.