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Conga Support

Editing a BI Analytics Report

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

You can edit an Analytics Reports that you create, as well as a report that has been shared with you after duplicating the shared report.  An Analytics Report can be edited by changing the analysis or visual analysis used in the report, updating the existing analysis or visual analysis, or reformatting the report.

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the Analytics Report you want to edit, and click its link.

3.  When the screen refreshes, click the Design tab.

4.  In the Design view, you can make several edits:

Editing a report created using an analysis differs from one created using a visual analysis in that the data fields and chart type cannot be edited.

  • Click Icon BIDashProp.gif for a table or a chart to display a Settings window to add/edit formatting for the chart/table title.
  • Click Icon BI ReportInsert.gif and then drag-and-drop the icon into the report canvas to add a new chart or table.
  • Click Icon BI Close.png to remove a table or chart.
  • Add formatting to the report by clicking Add Space, New Split Row, New Text, New Image, New Link, and New PDF Link.
  • Edit a formatting option by clicking its Icon BIDashProp.gif icon to display a prompt or a Settings window.
  • Move a formatting option by clicking its Icon BI Move2.png icon, and then dragging-and-dropping it to a new location.
  • Delete a formatting option by clicking its Icon BICloseVisual.gif icon.

5.  Click the View tab to display the edited report.