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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 the report before generating it as a PDF document or an Excel spreadsheet.

Report generate

A

Navigation Toolbar

Click on Reports to display a menu, and then select Reports to display the Report Browse screen.

Note: If Reports is not in your Navigation Toolbar, you do not have any Reporting permissions.

B

Report records

Locate the report you want to preview or generate.

Note: Reports are grouped into categories with all categories expanded in the browse screen.

C

Search option

To quickly locate a report in the Browse screen, enter the first few characters of the report name or other identifier in the Search field and depress the Enter key on your keyboard. To clear the search results, click on the icon.

D

User Reports list

If the report you want to preview or generate was created by another user, select their name in the list.

Note: By default, only the reports that you have created are displayed, along with any global reports that others users have chosen to share with everyone.

E

Preview Report icon

Click the icon if you want to preview the way in which your report will display. This option allows you to identify any changes that need to be made in the data provided in your report, as well as any formatting modifications.

F

PDF icon

Click the icon if you want to generate your report as a PDF file.

G

Excel icon

Click the icon if you want to generate the report as an Excel spreadsheet.

H

Copy icon

Click the icon if you want to make a copy of this report.

I

Global Report icon

Click the icon if you want to share this report with all other users.