How to set up a report which prints filtered records using word template?
I want to create a report which prints all Lead records. For example, Leads in a particular stage, Leads created in last month etc
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Hi,
Printed forms work so that they print the information contained in a single record of a section. One section record equals one report. If the task is to include information about multiple lead records in one report, it is better to create a separate section for this purpose, where you can add fields and details that will reference specific records via reverse relationships. This way, you can include data from multiple records in the report.
Printable forms are generated as one document per section record. If you want to implement your own logic for working with printed forms using development tools, you can look into the client schema "PrintReportUtilities," which interacts with "ReportService" on the server side.
It would be best if you implemented something similar to ReportService.