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Editing a Standard Report (Report Wizard)

This page applies to: Conga Contracts

A report that was created using the Report Wizard is also edited using the wizard.

An Advanced Report is edited manually from the Report Layout screen. An Analytics Report is edited by updating the fields, sections, filters, charts, and any additional functionality, including calculations and analysis styles.

1.  Locate the standard report you want to edit.

2.  In the Report Browse screen, double-click on the report record.

3.  In the Report Wizard, step through the windows, making the appropriate changes.

  If the Report Wizard does not display, you are attempting to edit an Advanced Report.

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