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.

Show Page Sections

download

Running Conga Collaborate Reports

Prerequisites

To run a Conga Collaborate report on a user and view their usage data, you must have a managerial relationship added for that user. To add a managerial relationship for a user, take the following steps:

  1. From the Conga Collaborate Dashboard, navigate to the person icon in the upper right hand corner, and click User Profile.


  2. Click the Relationships tab.
  3. Under the Reports section, select all of the users whose usage data you want to view.


  4. Click Save.

Running a Report

  1. From the Conga Collaborate Dashboard, click Reporting.
  2. Select your report type. For this example, click Users.
  3. Select a date range. There are several preset options, or you can click Custom Range to select your own dates.


  4. If you have Workgroups enabled, leave the Filter Workgroups field blank. If you don't have Workgroups enabled, this field does not display.
  5. Click Download to download the data as a CSV file.
    Note:

    If you click Download, only the column you have selected in All Columns are downloaded to a CSV File.



    Click the dropdown arrow beside the Download button and select Download All Columns if you want your CSV file to include all columns.