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Conga Support

Creating Custom Report Types for Conga Contracts for Salesforce

This page applies to: Conga Contracts for Salesforce

For additional Contracts reporting, you must create custom report types and select Conga Contracts for Salesforce objects as your Primary object.

To create a custom report type:

  1. From Salesforce Setup, find Report Types. Click New Custom Report Type.

  2. Select the Primary Object for your custom report type (such as Managed Clauses).

  3. Enter the Report Type Label and the Report Type Name.

  4. Enter a description.

  5. Select the category in which you want to store the custom report type.

  6. Select a Deployment Status (such as Deployed).

  7. Click Next.

  8. (Optional) Click to relate the primary object to another object (such as Managed Clause Revisions).

  9. When you are done, click Save.