USE CASE

Reports and charts

Run your organization smarter

Whether using standard Salesforce® reports or customized report documents, Conga Composer® enables timely report generation and delivery of key business data to those who need it—inside and outside your organization. Need to present data in a custom format or use dynamic charts or graphs? Conga Composer creates sophisticated reports and charts in a variety of configurable formats.

Why use a Conga solution for report generation and delivery?
Identify trends and make decisions faster with elegant reports that are easy to understand
  • Create fully-configurable templates for complex, dynamic content including charts, tables, graphs, hyperlinks, custom fonts, images and global languages/currencies.
  • Deliver customized reports while maintaining brand standards.
  • Customize email delivery options and distribution interval to extend standard Salesforce report delivery.
  • Simultaneously merge data to an output file (PowerPoint®, Excel® or other format) and HTML email.
Fully optimize your analytics with powerful data retrieval capabilities
  • Retrieve data from multiple disparate objects using standard or custom report types, SOQL queries or both.
  • Schedule the delivery of a single Salesforce report but only send recipients the subset of data they need.
Quickly share critical information with whoever needs it
  • Email an unlimited number of individual Salesforce reports to users, contacts, roles, profiles and groups.
See for yourself.

Websites are full of words that tell you things. And that’s great. But sometimes you just need to see how stuff works. So we made a demo for those occasions. We’d love to show it to you.