The Analytics feature analyzes the data stored in Conga Contracts and communicates patterns discovered in the data using reports. Users can build Analytics Reports to extract data at the field level, and then display the data linearly and/or graphically using a color-coded chart or a report summary.
Users with the Analytics role can create reports, which typically involves three primary steps:
- Create the Analytics Report in the Data view of the Report Builder, which includes formatting the display of the data, as well as the report layout. Conditional formatting, which is used to highlight data using color or icons, can also be applied to the report to draw attention to key information. As the user builds the report, a preview is provided to ensure the fields added to the report accurately reflect the scope of the report. Filters can be applied to manage the data that is included in the report, and fields can be designated as sections to group report data to avoid repetitive information. User-defined calculated fields can be added to an Analytics Report to show the relationship between two or more fields in the report. Analysis styles can be applied to the report to provide a comparison between two reports, build a hierarchy of data into the report view, and filter values from one report to another.
- Chart the Analytics Report in the Charts view of the Chart Builder, which includes selecting the type of chart used to represent the report data and formatting the chart’s display in the report.
- Output the Analytics Report in the Output view of the Report Builder, which includes selecting the format for the full report. For the PDF and CSV versions of a report, there are settings that can be defined by the user.
Another type of Analytics Report is the cross-tab, or cross-tabulation, report that summarizes data using a grid, with rows representing one field or dataset and columns representing another field or dataset. The summarized information is displayed at the intersection of the rows and columns.
A variation of the Analytics Report is the KPI (Key Performance Indicator) report, which uses a value field, a filter, and a date restriction (or time period) to measure actual performance against a target over time in order to detect trends. There are three types of KPI reports:
- Spot – focuses on a single report value, which is polled over time to alert you to any trends in your data.
- Categorical – similar to a Spot Report in that it focuses on a single report value, except it includes an additional text field to categorize the values in the report field. A date field is usually added so that report data can be analyzed over a period of time.
- Time – plots a report value over time, but a date filter can be added to plot the value instead of waiting for the polling to render the data over time.
Analytics also offers a Report Summary, which provides a visual representation of one metric (value or date) and one dimension (text) field in your report. The Report Summary allows you to add summary-level KPI information and graphics to a detailed report, providing an at-a-glance overview of a key aspect of your report data.
Analytics Reports can be saved after you have added all the data, calculations, and charts you want to include in your report, providing flexibility in designing the report before assigning it a name and description. There is also a Preview Pane that allows you to view both a sampling of the report data, as well as the display of any charts you add to the report. A Save As option allows you create multiple copies of the same report, which can then be edited to create reports using fields from the same dataset and the same chart types without having to rebuild the entire report.