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.
Specifying reports in yourConga Composer solution allows you to gather data in addition to the Master Object data for use in the merge process.
The Conga Solution Report Screen
1
The Select a Report area displays a list of all reports available to add to your solution. Once you select a report, the Report Name and Report ID fields automatically populate. Add an Alias (required) and a Description (optional).
Solution Manager shows all reports in your instance, including those saved into theConga ComposerReports folder.
2
ClickReturn to Solution Recordto close the Add Reports screen and return to the solution record.
3
ClickAdd Report to Solution Recordto add a selected report to the solution.
4
(Optional) ClickAdvanced Filter Configurationto add advanced filters (pv0, pv1, pv2) to the selected report.
By default,Conga Composerwill pass the Master Object ID to the first filter on the report.
5
TheCreate New Reportbutton opens Salesforce reports in a new window, allowing you to create a report on the fly, if needed.
6
All reports that have been added to the solution appear in the Selected Reports area.
