When using a Report as the data source for a Conga Mail Merge operation, Conga Composer evaluates the contents of the Report and makes certain decisions based on that content. The key decision is whether the report is a Master Object Report or a Master/Detail Report.

What is a Master Object Report? A Master Object Report” is useful when you want to create documents that require data from a single object. For example, correspondence or brochures might be the kind of documents you would produce with data retrieved from a Master Object Report. This kind of report has only one column, namely the Salesforce Id of the records in Salesforce you want to retrieve. This column is known as the Master Object Id.

From this kind of report, Conga Mail Merge automatically retrieves all fields from each record listed on the Report.

For the reports to appear in the list of available reports, you must save Conga Mail Merge reports to the Conga Reports folder. If you wish to use other folders to store Conga Mail Merge reports, the Conga Reports folder must be empty and you must include Conga in the Report Description field when you save the report.