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Add a New Report to a Solution using Solution Manager

If the report you need isn't already available, you can create a new report within Solution Manager.

If the report is available, you can add the existing report to the solution record.

To create a new report and add it to a Solution Record:

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

  1. On the Conga® Solution screen, click Add Report Data.

  2. On the Conga Solution Report screen, click Create New Report.

    The Create New Report screen opens in a new window. 

    1

    Select to hide report types in the selection box below.

    After selecting Select Report Types to Hide, click the report types in the folders to hide them. Hidden report types are shown with a red X next to the report name.

    2

    Search for the report type.

    Type in the search box to display matching report types.

    3

    The list of report types.

    Select a report type.

    4 Click Create to create the new report.
  3. In the Select Report Type area, select a report type.

    A preview of the report is shown in the right pane.

  4. Click Create.

    The standard Salesforce® Report screen appears with the unsaved report information

  5. Use this screen to build and save your report.

    Click Help for this Page in the upper right of the screen to access Salesforce help on using the Report Builder

  6. [Optional] Click Run Report to run the report to view the results.

  7. Return to the Conga Solution Report screen and click Refresh to view the new report.

  8. In the All Available Reports area, click the report to select it.

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

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

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

  11. (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.

  12. Click Add Conga Report to Solution Record.

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

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

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

  14. Click Return to Solution Record.

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

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