Skip to main content

  System Status

 

Contact Support

Conga Support

Add an Existing Report to a Solution using Solution Manager

  1. Last updated
  2. Save as PDF

You can add new or existing reports to your solution. If the report exists, you need only select it and assign an alias. If the report you need isn't available, you can create one within Solution Manager.

By default, Conga Composer® passes the Master Object's Record ID to the first filter of your report. You can modify and add dynamic filtering options using Advanced Filter Configuration.

To add an existing report to a solution using Solution Manager:

Watch a video of this task:

Before You Begin: You must have a solution record created and open.

  1. In Solution Manager, click Add Report Data.

    The Conga® Solution Report screen appears. All available reports appear in the list.

  2. Click a report to select it.

    The report name and ID appear in the boxes to the right. 

  3. In the Alias field, type an alias for the report.

  4. (Optional) In the Description field, type a text description of the report.

  5. (Optional) To modify the default filter of the report, click Advanced Filter Configuration. For details, see Add Advanced Filter Configuration for a Report Entry in Solution Manager.

  6. Click Add Conga Report to Solution Record.

    Solution Manager adds the report to the record. The report appears in the Selected reports area. 

  7. (Optional) Add additional existing reports to the record.

    Each solution can access up to 50 entries, in a combination of reports and queries.

  8. Click Return to Solution Record.

  9. Click Update Button to add your changes to the current button URL.