Running and Accessing a Record Specific Custom Report

The Report Builder includes a Save & Preview button that opens the report in a preview window.

You can run a custom report designed to run on a single record by accessing the report from an application page. Follow these steps to enable viewing a report that runs against a single record:

  1. Create a document template for the object on which the report is defined.
  2. Using the template helper for the document template, insert the custom report's body token into the template body:

    Report Body Token

  3. Create a document template field for the object.
  4. Select the document template you created.
  5. Add the document template field to a list view.

You can now run the custom report from an application page that uses a list view by clicking the document template field:

Run Custom Report