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Running Reports


Reports allow you to display key information residing in your system in a predefined, organized format. You can view and print reports in your Siebel application.

You can access reports by clicking the Reports button in the application toolbar. Most screens provide reports. Different reports are associated with each screen. The particular reports available depend on the current screen.

Reports are displayed in a browser window, as shown in Figure 45.

Figure 45. Report Browser Window - Opportunity Summary Report
Click for full size image

To run a report

  1. Navigate to the screen that contains the information for which you want to run a report.
  2. (Optional) Limit report data by running a query.
  3. On the Siebel application toolbar, click the Reports button.

    The list of available reports appears in a pop-up menu.

  4. Click the report you want to run.

    The report appears in a new browser window. The upper part of this window has a set of controls that you can use to print the report and save it.

Related Topic

Using Query to Locate Information

Fundamentals