I've used Conga Composer for some time, but I've a new use case and issue that seems obvious but has me stumped.
Basically I want to include a Salesforce report but not have any dynamic filtering of any kind (i.e. not use the Master Object Id to filter). I simply want to include the report data 'as is'. The source in this case is Opportunities and I'm trying to create a merge report in excel that will include all Opportunities of a certain stage on one sheet and of a few different owners on other sheets.
This works fine if my source Salesforce report has no custom filters at all (so I know all the data is visible to Conga) - all the Opportunity data ends up on my output Excel workbook. But as soon as I add a filter to the Salesforce report, for example Stage="Final", then the report works as expected in Salesforce (only the matching rows are shown) but the Conga viewdata workbook says no rows are returned, and nothing appears in my output workbook.
I'm waiting to hear back from Conga support. In the meantime, am I missing something obvious? Why does adding a filter to a report work fine in Salesforce but makes a working report in Conga suddenly return no rows?
Is this a limitation of using Reports? (i.e. they need to use the Master Object Id or no filter at all)? Should I be using Conga Queries?
Thanks for your help Ray