Conga Product Documentation

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Add an Existing Report to a Solution using Solution Manager

You can add new or existing reports to your solution. If the report exists, you need only select it and assign an alias. If the report you need isn't available, you can create one within Solution Manager.

Note: While Salesforce Reports are useful to gather data for Composer solutions, it is highly recommended to use Conga Queries due to better data gathering performance, versatility, and stability.

By default, Conga Composer passes the Master Object's Record ID to the first filter of your report. You can modify and add dynamic filtering options using Advanced Filter Configuration.