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Conga Support

Adding a Section to a Report

This page applies to: Analytics Add-on module

You can group the information in your reports to avoid repeating the same information on several line items in the report. For example, adding the Company Name field to the Sections panel will group all company data under a single company name heading.

1

Available Fields list

Locate the category folder that contains the field you want to use to group data, and click on its image048.png icon to display the fields.

  A report can contain more than one section.

2

Category field lists

  • Locate the field you want to use to group data. 
  • Click on the field, and then drag-and-drop it into the Sections panel.

3

Section panel

Verify that the field is now displayed in the panel.

If the report preview contains no data, the first company in your database, and possibly other companies, do not return results because the fields named in the report have not been populated in the Company (or Contract) Profile. Therefore, it is recommended that you add a filter to ensure no blank records display in your report.

4

Settings link

Click to display the options for displaying a section in a report.

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