Releasing: July 2026
Embed Table Reports lets you place a Table Report directly on a record page as a dedicated, view-only section — automatically scoped to the linked data of the record being viewed. It's built for displaying related data (not linking it), and it respects every setting on the underlying Table Report: filters, sorting, columns, and flatten behavior.
Looking for the bigger picture? For an overview of all the Table Report-powered features replacing Layouts on the record page — and how to choose between them — see Table Reports on the Record Page: A Modern Way to Display Linked Data.
Why Use Embed Table Reports?
Embed Table Reports is the modern alternative to Relationship Reports (the legacy feature for displaying indirectly related records on a record page). Because the section is powered by a Table Report, it brings the full flexibility and performance of Table Reports to the record page:
- Better performance. Table Reports load faster than Relationship Reports, especially on records with large volumes of linked data.
- Filtering. Every filter configured on the Table Report is honored on the record page, so end users see exactly the scope you intend — something Relationship Reports can't do.
- Flatten or don't flatten — your choice. Use the Table Report's Flatten Table Report setting to collapse duplicate rows, or leave it off to show every related record (for example, every dependency mapped to a business process).
- Edit records in place. If editing is enabled on the Table Report, users with the right permissions can edit linked records directly from the table — no navigating away. See Edit Records on a Table Report.
- Predictable behavior with complex relationships. Many-to-many and circular relationships — and Table Reports that span multiple workflows — display only the data scoped to the current record, instead of indiscriminately traversing every path the way Relationship Reports do.
- Reusable configurations. Point the section at an existing Table Report instead of building and maintaining a one-off Relationship Report.
- Show or hide archived records. Use the Table Report's Include Archived Records setting to control whether archived records appear.
Existing Relationship Reports will continue to function. Going forward, Embed Table Reports is the recommended way to display linked record data on a record page.
Top Use Cases
Embed Table Reports is useful anywhere you need to surface existing related data rather than manage relationships:
- Business Continuity Planning. On a BCP record, display every Dependency mapped to the Business Processes linked to that plan — filtered to exclude Business Processes that have no dependencies — even when the underlying relationships are circular.
- Segmented views of linked data. Show multiple sections of the same linked workflow, each scoped by a different Table Report filter (for example, first-party vs. third-party technology services, or related records grouped by risk level).
- Read-only context. Give end users the related information they need to complete their work — without the ability to alter relationships from that section.
How to Configure an Embedded Table Report
Step 1: Add the section in the step builder
Navigate to the step builder for the step where you want the embedded Table Report to appear. Click Add Table, then select Embed Table Report from the dropdown.
Step 2: Select the Table Report
Choose the Table Report you want to embed. This modal will only display Table Reports with a primary workflow that is already be directly linked (mapped) to the current step's workflow. You don't, however, have to include any fields from that primary workflow in the Table Report itself; only the mapping needs to exist.
The Table Report determines:
- What columns (fields) are displayed
- Pre-defined filters (applied to everything displayed)
- Pre-defined sorting
- Flatten behavior
- Other Table Report settings (Expand Rows by Default, Include Archived Records, etc.)
The End User Experience
When an end user opens a record with an embedded Table Report, they see a single, view-only table — not a tabbed Linked/Browse experience.
- The table is automatically scoped to the current record's linked data — it shows only data related to the record being viewed, not all records in the system.
- All Table Report settings are respected, including filters, sorting, columns, and flatten behavior.
- End users cannot link, unlink, or create records from this section.
- End users can still apply session-only column filters/sorts to explore the data.
- Record-level permissions apply — end users only see linked records they already have access to.
Considerations
- Embed Table Reports is view-only. To let end users link or unlink records, use a Table Report-powered Linked Workflow Section instead.
- The embedded Table Report only displays records the end user has access to; User Group access and record-level permissions apply.
- This section type is available only on steps using the current (reimagined) record experience.
Frequently Asked Questions
Will the filters I set on my Table Report apply to what's displayed?
Yes. The filters configured on the Table Report itself are honored on the record page — what you filter is what end users see. (This is separate from any filters an end user applies on the record page, which are session-only.) For a deeper explanation of how Table Report filters behave across different surfaces, see How Table Report Filters Work Across Linked Workflow Section Tabs (and elsewhere).
Can I use a multi-workflow Table Report?
Yes. Embedded Table Reports support multi-workflow Table Reports, so you can surface cross-workflow context on a single record.
Will duplicate rows be flattened?
Only if you choose to flatten them. Flattening follows the Table Report's own Flatten Table Report setting — it is not automatically forced. This means a single business process with multiple dependencies can display every dependency as its own row.
Does this work with circular or many-to-many relationships?
Yes. The embedded Table Report displays data scoped to the current record rather than traversing every relationship path indiscriminately, which avoids the irrelevant-record problem that circular relationships cause in Relationship Reports.
Can end users link, unlink, or create records from an embedded Table Report?
No. Embed Table Reports is view-only by design. If you need end users to manage relationships, use a Table Report-powered Linked Workflow Section.
How is this different from Table Report Record Linking?
Embed Table Reports is for displaying data; Table Report Record Linking is for linking records. For a full side-by-side comparison, see [Table Reports on the Record Page: A Modern Way to Display Linked Data].
Should I use this instead of Relationship Reports?
Going forward, Embed Table Reports is the recommended way to display linked record data on a record page. Existing Relationship Reports will continue to function, but will not see future enhancements.
Do embedded Table Reports respect user permissions?
Yes. They respect the same record-level permissions and User Group access that apply to Table Reports elsewhere in Risk Cloud. No new permissions or sharing rules are introduced.