Conga Product Documentation

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Managing Report Settings

For any Agreement Explorer report (Agreement Search, Agreement Hierarchy or Agreement Hierarchy by Account(s)), the report results are determined by three main parameters:

  • the Search Type (e.g., Agreement Search, Agreement Hierarchy or Agreement Hierarchy by Account(s))
  • the individual Agreement Explorer report's Field Sets (sequenced columns displayed in the report)
  • Agreement Explorer Filter Settings (displays report results based on simple or advanced expressions)

The following topic describes how to edit report settings after running any report for which you have access.