While Salesforce Reports are useful to gather data for Composer solutions, it is highly recommended to use Conga Queries due to better data gathering performance, versatility, and stability.

If the report you need isn't already available, you can create a new report within Solution Manager. If the report is available, you can add the existing report to the solution record.

To create a new report and add it to a Solution Record:

You must have a solution record created and open.
  1. On the Conga Solution screen, click Add Report Data.
  2. On the Conga Solution Report screen, click Create New Report. The Create New Report screen opens in a new window.
  3. Search for the report type. Type in the search box to display matching report types.
  4. Select a report type.
  5. Click Create to create the new report. The standard Salesforce Report screen appears with the unsaved report information. (Optional) Click Help for this Page in the upper right of the screen to access Salesforce help on using the Report Builder.
  6. (Optional) Click Run Report to run the report to view the results.
  7. Return to the Conga Solution Report screen and click Refresh to view the new report.

  8. In the All Available Reports area, click the report to select it.

    The report name and ID appear in the boxes to the right.
  9. In the Alias field, type an alias for the report.
  10. (Optional) In the Description field, type a text description of the report.
  11. (Optional) To modify the default filter of the report, click Advanced Filter Configuration. For details, see Add Advanced Filter Configuration for a Report Entry in Solution Manager.

  12. Click Add Conga Report to Solution Record.

    Solution Manager adds the report to the record. The report appears in the Selected reports area.

  13. (Optional) Add additional existing reports to the record.

    Each solution can access up to 50 entries, in a combination of reports and queries.
  14. Click Return to Solution Record.
  15. Click Update Button to add your changes to the current button URL.
  16. The report name and ID appear in the boxes to the right.