Skip to main content
Conga Support

Generating and Previewing Reports

This page applies to: Conga Contracts (formerly Novatus)

The reports that you can preview and generate are in your default Report Browse screen, and include the standard reports you created using the Report Wizard, as well as any global reports shared with you. If you have both the Reporting and Advanced Reporting permissions, your Report Browse screen will include the advanced reports you can preview and generate, which include those you created and the global advanced reports shared with you. From the Browse screen, you can also preview and generate the standard (and advanced) reports created by other users by changing the default selection in the User Reports list.

If your company is running Analytics, you can preview and generate a YF Analytics Report from the Report Browse screen.  If your company is running BI Toolbox Analytics, you can can preview and generate a BI Analytics Report from its report screen.

Standard and Advanced Reports

1.  Click Reports in the Navigation Toolbar, and click the Reports link in the menu.

2.  In the Report Browse screen, locate the report you want to preview and generate.

Change the selection in the User Reports list to display the reports for a different user.

3.  Preview the report by clicking its icon.

4.  Generate the report by clicking its:

icon to download a PDF version of the report. 

icon to download an Excel version of the report.

5.  When the report downloads, click the:

  • PDF link to display the report in a new browser window. 
  • Excel link to display the report in an editable spreadsheet.

Analytics Reports

  The following steps apply to the YF Analytics module.  BI Analytics reports are printed by clicking the Download as PDF Icon BI PDF.png link in the report screen.

1.  Locate the report you want to preview and generate.

2.  In the Report Browse screen, click the report's Icon Report1.png icon.

3.  In the Output view of the report, generate the report as a PDF, XLSX, CSV, or TXT file by clicking    in the toolbar.