Published at: 2026-09-17

01-Configuration Guide.md

A custom report template allows users to select fields from multiple business modules in the same column of a blank report template under a custom theme.

Use case

When you create a report with a blank template under a custom theme, you can select only one module at the same level. To select multiple modules in the same column, you need a custom report template.
For example, if you select Sales Order as the primary business module, you can select Account on the left and Payment Details on the right. To also select Order Product on the right, you need a custom report template.
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How it works

Module types

  • Solid module: The primary business module of the report. Both preset objects and custom objects can serve as the primary business module. Detail objects cannot.
  • Outlined module: A related business module (Related To).

Module relationships

  • Lookup: The module on the right looks up the module on the left.
  • Master-detail relationship: The module on the left is the primary business module, and the one on the right is the detail object.
  • Special relationships that can associate with any object: Business Process, Approval Process, Stage Advancement process, and Sales Records.
  • A template can contain up to 5 business modules.
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Administrator configuration guide

Completion conditions

  • You have report management permission.
  • You are familiar with the basic use of blank templates under custom themes.

Create a template

  1. Go to the report management console (Setup) and find the Custom Report Templates management entry.
  2. Select the primary business module (solid module), such as Sales Order.
  3. Add related business modules (outlined modules), such as Account, Payment Details, and Order Product.
  4. Confirm that the usage object relationships are correct (lookup or master-detail relationship).
  5. Configure the associations between the modules.
  6. Save the template.
Note: A template can contain up to 5 business modules.

Module relationship configuration

Lookup: The module on the right establishes a data relationship by looking up the module on the left.
Master-detail relationship: The module on the left is the primary business module, and the one on the right is the detail object.
Special relationships: The special relationships that can associate with any object include Business Process, Approval Process, Stage Advancement process, and Sales Records.

Limits

  • A template can contain up to 5 business modules.
  • Detail objects cannot serve as the primary business module.
  • Both preset objects and custom objects can serve as the primary business module.

User operations

Select a custom report template

On the New Report page, you can find the custom report templates. A custom template is marked with a special blue badge. Hover over the template to confirm its objects and object relationships.
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Use a custom template

  • You can add fields from Sales Order, Payment Details, and Order Product to the report for data analysis.
  • In the Data Range settings, you can use fields from all objects in the object relationships.
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