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Conga Support

How to run a report on workflows

To run a report on workflows, do the following:

  1. In the Reports menu, click Reports.
     
  2. Click New Report. The Report wizard appears.

     
  3. In the Primary box, select Company or Contract.

     
  4. In the Secondary box, select Workflows.

     
  5. On the next screen, select the fields you want to report on. Click Next.

     
  6. On this screen, select which field you want your report grouped by. Click Next.

     
  7. On this screen, select how you want your fields ordered. If you select more than one, the report will order from first to last. Click Next.

     
  8. The next screen you can adjust the column sizes for each field. Click Next.

     
  9. You can select what numbers you want to be calculated and displayed at the bottom of your report. Click Next.

     
  10. On this next screen, you can click add filter and further filter your report to specify what you want. Click Next.

     
  11. Click Finished when done.
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