Case Study: CollegeTracks reduces report generation time by 80% with Conga Composer (Conga)

CollegeTracks Uses Conga Composer to Reduce Report Generation Time by 80%

CollegeTracks is a Montgomery County non-profit that helps low-income and first-generation students access colleges where they can succeed. As a data-driven organization using 400+ Salesforce fields, staff were spending 15–20 minutes per high school, twice a month, running dozens of Salesforce reports (36+) and manually transcribing 48 data points into Excel — a slow, error-prone process that drained limited staff time and mental energy.

By implementing Conga Composer with SOQL queries and six custom buttons, CollegeTracks now runs 200+ queries to merge all required values into an Excel summary in under five minutes. The automation cut report generation time by 80% (about 12 minutes saved per report), eliminated manual transcription errors, enabled deeper and faster reporting, and freed staff to focus on students while also supporting donor communications.

CollegeTracks

Susan Spock

Director of Special Projects and Analysis