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.

download

Using Agreement Search Reports

When you run an Agreement Explorer report using the Agreement Search context or type, you are returning a list of Agreement records that you have permission to access organized into a table from which you can take several actions.



You execute an Agreement Search report in one of the following ways:

  • From the Agreement Explorer tab:
    • the administrator-defined default report for Agreement Search
    • a public Agreement Search report created by yourself or another user
    • a private Agreement Search report created by yourself
  • By editing Search Settings from an existing report.