Skip to main content
Conga Support

Generating and Previewing Reports

Once you have created a report using the Report Wizard, Analytics, or the Advanced Reporting feature, you will be returned to the Reports Browse screen. From the Browse screen, you can preview a standard or advanced report before generating it as a PDF document or an Excel spreadsheet. Analytics reports are generated as PDF and XLSX files from the Output screen, as well as CSV and TXT files.

Standard and Advanced Reports

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

2.  In the Report Browse screen, preview the report by clicking its icon.

3.  Generate the report by clicking its:

icon to create a PDF version of the report. 

icon to create an Excel version of the report.

4.  When the report downloads, click on the link to display the PDF file in a new browser window.  Clicking on the Excel link launches Excel and displays the report in an editable spreadsheet.

Analytics Reports

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.

  • Was this article helpful?