Using tokens in custom reports

You can use report-specific tokens in section titles, section content, report headers, and report footers. Depending on the context, different sets of tokens are available. You select tokens by accessing the Token Helper tab of Section Properties in the upper-right corer of a section. This lists the available tokens. From here, you can drag and drop the tokens into a section editor to use them. In sections that use template helpers, such as HTML Template sections, and sections that use filter criteria, such as Loop sections, you can also use any available Platform tokens.

The following table lists the report-specific tokens and where they are available:

Token	Description	Where available
Context Record	The top-level record from which the report is generated	Everywhere, for reports designed to run on a single record.
Current User	The currently logged-in Platform user	Everywhere
Current Customer	The customer account for the currently logged-in user	Everywhere
Loop Record	The current record in an executing Loop section	Sub-sections of Loop sections
Page Title	The name of the report	Headers and footers (for reports where Render as PDF is selected)
Page Number	The page number of the report	Headers and footers (for reports where Render as PDF is selected)
Count of total pages	The number of pages in the report	Headers and footers (for reports where Render as PDF is selected)

Token Helper also supports search of tokens based on the text entered in the search text field.

The following screen shows the token generated for the Loop Record's Author field: