Use the report element to add reports to custom emails and document templates. After you add the element, select the specific report.
In this article
Remove report title
Clear the Include title checkbox to remove the title of the report from the email or document template.
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.
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.
Report types supported in emails and document templates
Add the following report types to emails:
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Table
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Summary
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Chart, embedded as an image
Table report appearance
Table reports in custom emails and document templates retain:
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Color formatting
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Sorting and grouping
Here's an example of what table reports could look like in the email someone receives:
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:
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Text size in the charts may not match exactly the font size throughout the email
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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 or 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.