home

Contracts

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Contracts

Advanced Reporting

download

Sorting Data in an Advanced Report

You need the Advanced Reporting permission to apply sorting to an Advanced Report if you want the data in one or more fields displayed in alphabetical or numerical order to enhance the report's usability.

  1. Click Reports in the Navigation Toolbar, and click the Reports link in the menu.
  2. In theReport Browse screen, locate the Advanced Report whose data you want to sort, and double-click the report record.
    Tip:

    An advanced report is displayed under a Report Group: Advanced Report header. Expand/collapse a report group using the ^ and v icons.

  3. In the report layout screen, click Configure Sorting in the toolbar to display a Configure Sorting window.
  4. In the Configure Sorting window:
    • Click Main Report in the Report Section to display a list of the fields in the main report that can be sorted.
    • Click a field in the list in the Add Fields section to add it to the Order Fields section.
    • Click Delete to remove a field from the sort order.
    • (Optional) Use the arrows to change the sort priority for the fields selected.
    • (Optional) Click a sub-report in the Report Section to display a list of sub-report fields that can be sorted, and repeat the steps above.
    • Click x to close the window.
  5. Click Save.
  6. (Optional) Generate the report.
User Guide
Contracts

January 2, 2025