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Conga Support

Scheduled Reports Screen

This page applies to: Conga Contracts

The Scheduled Reports screen provides access to all the basic and advanced reports that have you have scheduled, as well as those reports whose distribution you can edit or delete.  The Scheduled Analytics Reports section displays only if you are running the Analytics module, and lists the analytics reports that you have scheduled for distribution, as well as those you can delete or whose distribution information you can edit.

   A user must have the Scheduled Reporting permission to access the Scheduled Reports screen.

SchedReportBr.png

A

Scheduled Report record Click on a link for a report record to display its Scheduled Report Edit screen where you can make updates to the scheduled standard or advanced report.

B

Scheduled Analytic Report record

Click on a link for a report record to display its Scheduled Analytics Report Edit screen where you can make updates to the scheduled analytics report.

C

Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

D

Column display

To customize the information in the screen, hover over a column heading until the Icon Column.png icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

E

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the icon displays, you are successfully moving the column.

F

New Scheduled Report button

Click to schedule a standard or advanced report.

G

New Scheduled Analytics Report button

Click to schedule an analytics report.

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