Siebel Reports Administration Guide


What's New in This Release


Back to top


Understanding Your Reports Development Environment

About the Siebel Reports Server

About the Development Environment

About the Actuate File Types

About the Directory Structure for Siebel Reports

About Actuate Libraries

About Actuate Design Files

How the Siebel Application and Actuate Interact

Running a Siebel Report from Actuate e.Report Designer Professional

About Run-Time Report Parameters

About Data Definition for Reports

About Data Supply ROL Files

About Siebel Report Object Types

Additional Siebel-Actuate Reporting Information

Migration Instructions for the Siebel Reports Server

Migrating the Actuate Report Encyclopedia Volume

Migrating PreSiebel 6 Custom Reports to the Siebel Reports Server


Back to top


Reporting in the Siebel Web Clients

About Reporting in the Web Client

About the System Architecture for Reporting in the Web Client

Requesting Reports in the Siebel Web Client

Scheduling Reports in the Siebel Web Client

About the My Jobs View

About the My Reports View

About DHTML Report Viewer Keyboard Shortcuts

About Reporting in the Dedicated Web Client

About System Architecture for Reporting in the Dedicated Web Client

Requesting Reports in the Dedicated Web Client

About ActiveX Report Viewer Keyboard Shortcuts

About Searching in the Siebel Report Viewer

Changing the Locale and Language for Reports

About the User Administration View


Back to top


Managing the Siebel Reports Server

About Maintaining the Siebel Reports Server

Increasing the Maximum Number of Factory Processes


Back to top


Global Report Modifications

About Global Report Customization

Changing the Font on All Reports

Changing the Corporate Logo on All Reports


Back to top


Creating a Simple List Report

Creating a New Report Versus Subclassing a Design

How a Simple List Report Works

Example—Creating a Simple List Report

Creating a New Report Object Definition in Siebel Tools

Creating a Report Design in Actuate e.Report Designer Professional

Adding Label and Data Elements to the Design

Compiling and Testing the Report

Alternative Report Creation Strategies

Copying a Report Object Definition

Copying a Report Design

Using a Custom Component Library

Additional Information for Developing and Deploying Siebel Reports

Migrating Custom Reports

Moving ROX files to the Reports Server

About Using a Datastream Twice

About sssiebel.bas and Migration Considerations

About Backing Up Report Design and Library Files

About Emailing a Report

About Printing

Using Actuate e.Report Designer to Create Reports

Creating Reports Using Siebel Report Libraries

Adding Sorting to Reports


Back to top


Reports with Group Sections

Using Group Sections Overview

How a Group Section Works

Example—Creating a Report with a Group Break

Creating a New Report Object Definition in Siebel Tools

Creating a Report Design in Actuate e.Report Designer Professional

Adding Label and Data Elements to the Design

Compiling and Testing the Report

Adding Group Totals to Reports


Back to top


Master-Detail Reports

About Master-Detail Reports

How Master-Detail Reports Work

Example—Creating a Master-Detail Report

Creating a New Report Object Definition in Siebel Tools

Creating a Custom Component Library

Creating a Report Design in Actuate e.Report Designer Professional

Adding Datastreams to the Report Design

Adding Frame, Data Control, and Label Elements to the Design

Compiling and Testing the Report

Example—Creating a Report with Multiple Hierarchies

Creating a New Report Object Definition in Siebel Tools

Creating a Report Design in Actuate e.Report Designer Professional

Adding Frame, Data Control, and Label Elements to the Design


Back to top


Composite Datastreams

About Datastream Concepts

Using Composite Datastreams in Reports

Adding Global Variables to the Report Design

Modifying the Master Datastream Component

Referencing Global Variables in Controls

Debugging Tips for Composite Datastreams


Back to top


Sorting Records in Memory

About Report Sorted on a Multi-Value Field

About Using Memory Sorting in a Many-to-Many Relationship

How a Memory Sort Report Works

About Data Filters

About Memory Structures

About the Structure of the Report Design

Examining a Report Sorted on a Multi-Value Field (MVF)

Creating a Global List Variable

About the Fetch Method on the Master Datastream

About the Fetch Method on the Detail Datastream

About the Fetch Method on the Combined Datastream

About the Compare Method on the Sort Data Filter

Examining a Report Based on a Many-to-Many Relationship


Back to top


Using Graphics in Reports

About Using Graphics in Reports

About Actuate-Supplied Chart Types

About Chart Control Properties


Back to top


Smart Reports

About Smart Reports

Purpose of Smart Reports

About Standard Smart Reports

About Visual Features for Smart Reports

About the Report Structure for Smart Reports

About the Order-of-Merit Indicator in Smart Reports

About Thermometers Used in Smart Reports

Obtaining the Minimum, Maximum, and Trigger Values for Smart Reports

Obtaining the Data Value for Use with Smart Reports

About Positioning a Thermometer on the Dashboard Subpage of a Smart Report

Passing Siebel-Generated Graphics to a Smart Report

Designing a Smart Report

About the Opportunity Detail Smart Report

About the Account Service Detail Smart Report

About the Account Summary Smart Report

About the Pipeline Analysis Smart Report

About the Quota Summary Smart Report

About the Service Request Performance Smart Report (Service Request Aging Analysis)


Back to top


Parameterized Reports

About Parameterized Reports

Creating Parameterized Reports

Using Siebel Tools to Create Parameterized Reports

Creating the Parameterized Reports in Actuate e.Report Designer Professional


Back to top


Developing Multilingual Reports

Developing Multilingual Reports Overview

Designing Multilingual Reports

Deploying Multilingual Reports

Viewing Multilingual Reports

Exceptions for Multilingual Reports


Back to top


Report Business Service

About the Report Business Service

About Report Business Service Methods

About the Report Business Service Parameters

DelOne

DownloadReport

ExecuteReport

GrantRolesAccess2Report

GrantUserAccess2Report

PrintReport

RunAndEmailReport

ScheduleReport

SyncOne

Example: Invoking a Report Business Service Method Using Scripting


Back to top


Library Reference

About the sscustom Library

Text Controls in the sscustom Library

How to Display Revenue Information in Siebel Reports

How to Display Date Information in Siebel Reports

About the CanGrow Property

About Check Box Text Control

About the Percentage Text Control

About the Label Controls

About the Frame Controls

About the PageList and Child Components

About Miscellaneous Controls

About Line Controls

About Section Components

About the sssiebel Library

baseCur

baseDate

DateDisplay

baseFlow

baseFlow1

baseFrm

baseGrp

baseInt

baseLbl

baseLblSiebel

baseLineControlr

basePage

basePageList

basePageNoDisplay

basePrintBy

baseReport

baseReportHeader

baseReportTitle

baseRpt

baseRptCreateBy

baseSeq

baseSubPage

baseTxt


Back to top


Method Reference

About the DataStream Function

About the Essential DataStream Methods

About the Start Method

About the Fetch Method

About the Delete Method


Back to top


Smart Reports List of Values

Opportunity Detail Report

Account Service Detail Report

Account Summary Report

Pipeline Analysis Report


Back to top


List of Selected Reports


Back to top


Synchronizing Locale-Sensitive Parameters

Back to top

Siebel Reports Administration Guide