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Conga Support

Locating a Visual Analysis

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

The Visual Analyzers that are available to you include those you have created, those that have been shared with you by other program users and Conga Contracts, and those shared visual analyzers 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 visual analysis:

  • Click the My Items link to display the analyzers you have created and duplicated.
    • Visual analyzers you created include the Icon VisualAnalysis.png icon and the shared analyzers you duplicated include the  Icon ShareVA.gif  icon.
  • Click a visual analysis 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 analyzers that have been shared with you.
    • A shared Visual Analysis includes the  Icon ShareVA.gif  icon.
  • Click a visual analysis link to select it.