---
title: "Report as customizable table element in document templates"
slug: "report-as-customizable-table-element-in-document-templates"
updated: 2026-04-29T16:44:29Z
published: 2026-04-29T16:44:29Z
canonical: "help.quickbase.com/report-as-customizable-table-element-in-document-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

1. From the toolbar, select **Add elements**
2. Select **Report as a customizable table**
3. Select the dropdown in the **Report** field to choose a table and report
4. Decide to either **Filter using report link settings** or **Do not filter for related records**
5. 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]](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/31744936546708.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A30%3A57Z&se=2026-11-04T02%3A30%3A57Z&sr=c&sp=r&sig=okgIorWjtJSfyIey9pcvWf365OvTIYn9uqg9VmaRqF0%3D)

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](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/31745089746196.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A30%3A57Z&se=2026-11-04T02%3A30%3A57Z&sr=c&sp=r&sig=okgIorWjtJSfyIey9pcvWf365OvTIYn9uqg9VmaRqF0%3D)

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](/v1/docs/build-document-templates).