• For the report format, select Tabular.
• For the columns to include, click Remove All Columns, then include the Id of the master object.
• For the Report Filters, define the Standard and Advanced Filters as desired.

Say you’d like to send a document to a group of Accounts. In that case, the report you create for Conga Mail Merge would contain a single column: Account Id. When Conga Mail Merge discovers the Account Id column in the report, it retrieves all fields from each Account listed on the Report. Therefore, it isn’t necessary for you to include any other columns from the Account on the Report, except for the Account Id. A report with a single Id column isn’t very useful for people to read, but for Conga Composer, that single column tells volumes! Users will only see the name of the report from the Conga Mail Merge wizard, and therefore they won’t need to open the report directly. What if I include other columns that belong to the master object? You can make your Salesforce reports more readable for people by including other columns from the Master Object, but Conga Mail Merge doesn’t need them. For example, if your Master Object Id is the Account Id column, columns such as the Account Name or the Account’s Billing City are irrelevant to Conga Mail Merge, since it will have already retrieved all columns from the Accounts on the report. The additional columns make the report look nice though, in case people need to view the report.

We commend that the ID column be placed on the farthest right and include no OTHER Id columns. You can sort the report by clicking a column header, then click Save.

I want to create invoices or quotes based on Opportunities. How should I set up my report? Conga Composer automatically retrieves more information than you might expect when using either the Opportunity Id or Contact Id as the master object. In those cases, Conga Composer automatically retrieves the following:

Master Object ID Column	Bonus Fields
Opportunity ID	In addition to the Opportunity fields, Conga Composer retrieves: All Opportunity Line Item fields for all related line items (as the “OppLineItems” dataset) All Account fields for the related AccountAll Contact fields for Primary ContactAll Account fields for Primary Contact
Contact ID	In addition to the Contact fields, Conga Composer retrieves: All Account fields for the related Account

Therefore, when creating a report for Conga Mail Merge that uses Opportunity Id as the Master Object Id, it is not necessary for you to include Opportunity Line Items on the report. Likewise, for reports that use Contact Id as the Master Object Id, you don’t need to include columns from the Contact’s related Account.

What if I don’t include an Id column at all? Although Conga Mail Merge can use a report that has no Master Object Id, we don’t recommend it because Conga Mail Merge’s ability to log activities against those records won’t work. (Conga Mail Merge requires a master object Id column for activity logging to function properly.)

What if I include columns that aren’t from the master object in my report? Say the master object is the Account Id, but I also include Contact columns in my report. If your report includes columns from an object other than the master object, you’ve created a “Master/Detail Report”, which is discussed in the next section.

What is a Master/Detail Report? A Master/Detail Report is useful when you want to create a batch of documents that require data from more than one object. For example, say you want to print a batch of Quotes with Quote Line Items, where the Quotes and Quote Line Items are custom objects. You could use a Master/Detail report to represent Quotes (the master object) and their related Quote Line Items (the detail object). This kind of report builds on the concept of a Master Object Report. A Master/Detail Report has more than one column, one of which is the Salesforce Id of the Master Object. The other columns in the report would be from a related object.

The Master Object Id column is treated in the same manner as in a Master Object Report, namely, Conga Mail Merge automatically retrieves all fields from the objects listed on the report. The remaining columns of the report are made available for merging as a separate dataset. This is useful in that a single Report can define two distinct sets of data, namely the Master data and the Detail data.