The Reports & Dashboards section offers pre-defined reports and dashboards customized for Conga CLM customers. Currently, there are four reports designed for Conga CLM users, and the record displayed under report and dashboard are specific to the tenant. Only users allowed by the product administrator can access this module. To learn more about Conga CLM reports, see Reports and Dashboard in Conga CLM for Users guide.
Prerequisites
Reports & Dashboards feature must be enabled for your organization.
A one-time migration must be run to make the schema and data accessible.
Log a ticket with the Conga IT team to complete the above setups for your organization.
To access, click App Launcher() icon, go to Shared Apps, and then select Reports & Dashboards.
Clicking the report name link opens its dedicated dashboard. Within the dashboard, you have the flexibility to:
Apply Filters: Refine your data view by applying filters to specific fields within the report.
Sort Data: Organize the dashboard information by sorting any available column and choosing between a table or list view.
Download: Export the report data in various formats, such as JPEG (image), XLSX (Excel spreadsheet), or CSV (comma-separated values), for further analysis or sharing.
