CPQ provides you with a set of out-of-the-box reports. These reports are used as a starting point for your organization's reporting efforts. You can also run, customize, and create reports. You can access the reports through the Reports tab. CPQ provides standard reports based on the most common reporting requirements.

The following table lists the out-of-the-box CPQ reports available to you:

FolderReport NameDescription
Agreement Reports









Agreement Expiration - This QuarterList all the agreements expiring in the current fiscal quarter.
Agreement Expiration - This YearList all the agreements expiring in the current fiscal year.
Agreement SearchEasily find your agreements.
Agreement Value ReportList all the agreements contract value along with their Account.
Agreement by StageList the agreement and their stage.
Agreement of High Value due RenewalLists the date the high value agreements are due for renew.
Agreement with Non-Standard TermsList all non-standard agreements.
Contract Activity ReportList the recent contract activity report.
Contracts Expiring This Year by ValueLists the contract expiring this year with value.
Contracts with non-standard languageLists all agreement with non-standard language
High Risk ContractsLists agreement with high risk.
Proposal ReportsProposals by StageLists the proposal based on the Approval Stage field. The report displays the account and the grand total of the proposal.
Proposals OutstandingLists the proposals that are not closed to the present date.
Proposals Value by StageLists the proposal based on the Approval Stage field. The report displays the account and the grand total of the proposal.
Proposals with Line Items and ProductsLists the details in a proposal including proposal header details, line items details with product, pricing, and line item fields.
RFP Content Update Report This QuarterLists the proposal where RFP content was updated in the current quarter
RFP Response ContentLists the RFP content and the owner of the content.
RFPs by ValueLists the proposals with RFP values
Proposal Line ItemsQuote and Quote LinesLists proposals and proposal line item details
Quote Details by bundleLists proposals and proposal line item details grouped by bundles

You can create new reports by either starting from scratch or taking a report containing the desired results, modifying it, and changing the report's name using the Save As feature. For more information on setting up and managing reports within Conga, see Create a custom report.