- From the Reports Tab, click New Report....
-
Select the type of data you want to report on. Choose a type that includes two
or more objects.
Tip:
Focus the scope of the Conga Mail Merge report to pull only the objects and fields necessary.
- For the report format, select Tabular.
- For the columns to include, click Remove All Columns, then include the Id of the master object.
- Drag any columns from the related object you want to include in your merge operation. Leave the Master Object Id is at the left end of the list. It doesn’t matter whether the Master Object Id is at the left or right, but the order can affect the column headers in View Data, so select left or right and stick with it!
- For the Report Filters, define the Standard and Advanced Filters as desired
-
Save the report to the Conga Reports folder. Say you’d like to generate
documents addressed to each of your Accounts. On each document, you’d like to
list the names of the Contacts associated with that Account. Here, you could use
a Master/Detail Report to define the data you need. In this case, you’d create a
Report based on “Contacts & Accounts”. The Account Id would be the Master
Object Id, and the remaining columns of the report would come from Contacts
(Salutation, First Name, Last Name, etc.)When Conga Mail Merge encounters the
Account Id, it retrieves all fields from the Accounts listed on the Report.
Those values appear on the Master sheet in the View Data workbook. The Contact
details are retrieved from the report itself. Those values appear on the
ReportData sheet in the View Data workbook. The ReportData sheet shows the
Contact data, taken directly from the report:
Congratulations! The data is now ready to be merged into a Word template to generate multiple documents. The next step is to create your Word template and upload it to Salesforce. See Create and Store a Mail Merge Template for more information.
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