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Conga Support

Associating an Advanced Report with a Query

This page applies to: Conga Contracts

You need the Advanced Reporting permission to link a saved Search Query to an advanced report if you want to filter the information that displays in the report.

  The Search Query used should include all the fields in the advanced report or the report will have blank data fields.

1.  Click Reports in the Navigation Toolbar, and click the Reports link in the menu.

2.  In the Report Browse screen, locate the Advanced Report you want to filter, and double-click the report record.

An advanced report is displayed under a Report Group: Advanced Report header. Expand/collapse a report group using the Icon Expand.png  and Icon Collapsed.pngicons.

3.  In the report layout screen, click Change Query in the toolbar to display a Query Selection window.

4.  In the Query Selection window:

  • Locate the search query you want to use to filter the data in the report.
  • Click the search record to select it, and click OK.

5.  Click Save.

6.  (Optional) Generate the report.