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Conga Support

Locating an Analytics Report

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

The BI Analytics Reports that are available to you include those you have created, those that have been shared with you by other program users, and those shared reports you have copied and edited to meet your needs.

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the Analytics Report:

  • Click the My Items link to display the reports you have created and duplicated.
    • Reports you created include the Icon AnalyticRpt.gif icon and the shared reports you duplicated include the Icon ShareReport.gif icon. 
  • Click a report link to select it.

If the My Items folder contains subfolders, click on a subfolder to display its contents.

  • Click the Shared with Me link to display the reports that have been shared with you.
    • A shared Analytics Report includes the  Icon ShareReport.gif icon.
  • Click a report link to select it.