Conga Product Documentation

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Creating an Agreement Explorer Report

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When you create a new Agreement Explorer report, you are creating a public or private report to generate a list of agreement records based on one of three contexts: Agreement Search, Agreement, or Agreement Hierarchy by Account(s). You use the same form to create new reports and edit existing reports. The following section provides instructions for creating your own Agreement Explorer reports. To create an ad hoc report from a report you have executed, see Managing Report Settings .
To create an agreement explorer report
  1. Navigate to the Agreement Explorer tab.
  2. Click the New Agreement Explorer button to create a new report or click the Edit link next to any report in the Saved Reports table to edit an existing report.
    The Report Edit page is displayed.