|
Table 6 lists the Actuate reports that are specific to the Siebel Healthcare. For more information about Actuate reports, including how to customize, enhance, and create Siebel reports, see Siebel Reports Administration Guide.
Table 6. Siebel Healthcare Reports
Report Name and Description |
|
|
FINS Call Report Detail Displays call report details, participating contacts and employees, action items, and notes of a single call report. |
Call Reports > My Call Reports |
Detail |
FINS Call Report Summary Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities. |
Call Reports > My Call Reports |
Summary |
FINS Contact Profile Displays contact profile information such as name, address, date of birth, interests, experience, and activities. |
Contacts > My Contacts |
Profile |
FINS Demo Health Providers by Product - Healthcare Displays lists of healthcare providers, grouped by health insurance product, with their contact and location information. |
Providers > My Providers |
Provider by Product |
FINS Demo Health Providers by Specialty - Healthcare Displays lists of healthcare providers, grouped by their specialty, with their contact and location information. |
Providers > My Providers |
Provider by Specialty |
Opportunities - By Product Line |
Opportunities > My Opportunities |
By Product Line |
|
