Overview of Using Record Commands on Reports

The record commands displayed on a report let you perform actions such as opening, printing, and deleting records the report displays.

Record commands can display as links in a column, as buttons on the report’s Home tab, or as options displayed when right-clicking a row. Using record commands, you can perform actions on the record types that are displayed in the report, but you can also perform actions on other record types that are related to the information displayed in the report. For example, if the report displays information about incidents, the report’s record commands can be configured to perform actions on the contacts that are associated with the incidents.

Note: Record command options aren’t applied when viewing reports in workspaces.

You can select from standard record commands, such as the edit or delete command. In addition, if your site has add-ins that perform actions on records, you can add these as commands to a report as well.