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Creating a Blue Sheet Report

The Blue Sheet uncovers and communicates key information at a glance. It helps to focus your team's attention on essential business and contact information. You can print the Blue Sheet or email it to your manager and team in report format or as an HTML document.

To create a Blue Sheet report

  1. Navigate to the Opportunities screen > List view.
  2. Drill down on the opportunity.
  3. Click the Strategic Selling view tab.
  4. Click the Reports button and select Blue Sheet.

For more information on creating reports, see Siebel Reports Administration Guide.

Applications Administration Guide