Conga Product Documentation

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Defining Report Field Sets

Use the "Fields" section in the Edit Report form to define the fields (columns) displayed in the report and expand or limit the actions that can be taken from report results. When you edit, add or remove fields in this way, you are creating a new FieldSet unique to the report you are creating. The only field that is always required (and cannot be removed) is Agreement Name because reports always display a list or hierarchy of agreement records.

Note: Fieldsets in Agreement Explorer reports are always defined explicitly for each report and change based on the report settings.