I would create a record template for a report. I created the Template in Form Setting.

I don't know, now, how i can apply the Template. If I select the report, not appear "summary record Template", as explained at link  https://www.zoho.com/creator/help/views/record-summary.html. 

In FORM Setting i can see "Record Templates", but is not present the field "active" or "inactive". 

1) How I can Apply the template?

2) Can I insert in the Template a lookup field for select a customer and visualize all its data?

3) How can I insert a Button in the Template for associate a task (i.e. send sms)?

I would create something like THIS, as report (only read), with field for search and button "send Standard SMS".

Could you help me?