---
title: "Report element in custom emails and document templates"
slug: "report-element-in-custom-emails-and-document-templates"
updated: 2026-03-30T14:07:35Z
published: 2026-04-09T13:00:09Z
canonical: "help.quickbase.com/report-element-in-custom-emails-and-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 element in custom emails and document templates

Use the report element to add table, summary, or chart reports from any tables in the app to custom emails and document templates. After you add the element, select the specific report.

## Remove report title

Clear the **Include title** checkbox to remove the title of the report from the email or document template.

![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/26787486962324.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A31%3A37Z&se=2026-11-04T02%3A31%3A37Z&sr=c&sp=r&sig=vCVFqQlsVj79dWityw%2FAMcfOV20FldCGE5gMBRfA8s0%3D)

> [!TIP]
> Tip
> 
> When other elements, like form elements or repeat elements, are selected, you have the option to add a line below or beneath using the line break icon.
> 
> ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/31763306458132.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A31%3A37Z&se=2026-11-04T02%3A31%3A37Z&sr=c&sp=r&sig=vCVFqQlsVj79dWityw%2FAMcfOV20FldCGE5gMBRfA8s0%3D)
> 
> However, report elements do not have this icon. To add a line beneath or above a report element, use the left or right arrow keys on your keyboard. If needed, you can also use the up and down arrow key + Enter.

## Change the report

To include a different report than the one you originally selected, remove the report element and add it again.

## Report types supported in emails and document templates

Add the following report types to emails:

- Table
- Summary
- Chart, embedded as an image
- Timeline

## Table report appearance

Table reports in custom emails and document templates retain:

- Color formatting
- Sorting and grouping

Here's an example of what table reports could look like in the email someone receives:

![report-element-email-example.png](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/26609269859604.png?sv=2026-02-06&spr=https&st=2026-11-04T01%3A31%3A37Z&se=2026-11-04T02%3A31%3A37Z&sr=c&sp=r&sig=vCVFqQlsVj79dWityw%2FAMcfOV20FldCGE5gMBRfA8s0%3D)

## Resize charts

Charts are included as embedded images. To resize charts, go into [source mode](/v1/docs/source-mode-for-custom-emails) and place the chart inside of a `<div>`

Example:

```xml
<div style="width:300px">
  <qb-report report-id="1" />
</div>
```

## Report limitations

For large reports, the email includes the first 100 records. Email recipients may need to scroll horizontally to see all the fields in table reports. Some rows may wrap.

Chart reports are included as images. Because of this:

- Text size in the charts may not match exactly the font size throughout the email
- Charts do not responsively hide or change things like legends

### Schema shifts

Schema shifts occur when there are differences between your app at the time the email is rendered and the time the email is sent. This can result in email recipients seeing information in an email that does not match app schema.

It takes a few minutes for changes made to a report or form to update in the email.

For example, you have a custom email set up that includes a report titled All Intake Requests. At 12:00pm you add a field to the report. The email triggers at 12:01pm. The report in the email may not include the new field you added. Allow a few minutes for the report to update in the email.