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.
In this article
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:
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.
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.