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Creating a New Report Object Definition in Siebel Tools


Each report design normally has its own report object definition in Siebel Tools and a corresponding data supply library file. In Reports with Group Sections the report object definition was copied from an existing one, and minor changes were made. In this example, the same technique is employed to save time, but more changes are made.

To create a new report object definition in Siebel Tools by copying

  1. Open Siebel Tools. Verify that the Account business object has Opportunity and Contact detail business components relative to the Account (master) business component.
  2. This is an unnecessary step in this example, but one you should employ as a precaution when using less common business component relationships. The master-detail relationships specified by the business object components and links in the business object are necessary for any master-detail datastream relationship to work.

    The hierarchy of the reports and subreports must be in accordance with the configuration previously done (business object and its business component with the proper links).

    NOTE:  The correct approach is to use only the driving business component in a view as the main datastream in the report, because problems may arise otherwise.

  3. Navigate to the Report object type in the Object Explorer. Expand this object type to reveal the child Sub Report object type.
  4. Locate and select the Account Summary object definition in the Object List Editor window for reports.
  5. Notice that this report has seven subreport children, including Opportunity and Contact. Any account report object definition with these latter two subreports would have sufficed. You will copy this report object definition and delete the unwanted child subreports.

    1. Lock the Report project (choose Repository >Lock Project).
    2. With the Account Summary object definition selected, choose Edit > Copy Record.
    3. A new report object definition is created with empty Name and Menu Text properties and a set of children and properties otherwise matching the original.

  6. Change the following property settings in the new report object definition (the other property settings do not need to be changed):
  7. Navigate to the Sub Report list in the Object List Editor for the new report object definition.
  8. Delete all the subreport object definitions, using Edit > Delete Record, except Opportunity and Contact.
  9. Expand the Sub Report Fields object definition for the Opportunity subreport.
  10. Add the following subreport fields if they are not already present: City, Close Date, Description, Name, Postal Code, Rep%, Revenue, Sales Rep, and Sales Stage.
  11. Export to a data supply library file by choosing Tools > Generate Actuate Report.
  12. This generates a data supply ROL file, named according to the value in the Template Name property, in the C:\Siebdev\rptsrc\enu\lib folder (or equivalent on your system).

    If your installation uses a non-English version of Siebel eBusiness Applications, you do not have an \enu folder. Instead, you have a folder in the appropriate language code for your installation, such as \deu for Germany.

    See Global Deployment Guide for a list of three-letter International Standards Organization (ISO) language extensions.

  13. Unlock the Report project and navigate to the View object type in the Object Explorer.
    1. In the Object List Editor, locate the Account List View object definition. In the Object Explorer, expand View and click View Report.
    2. This is the My Accounts view in the Accounts screen.

    3. Add a View Report object definition in the Object List Editor.
    4. Enter the name "Account - Opty/Contact Detail" (match spelling and spacing exactly).

    5. Add a sequence number that is greater by 1 than any other sequence number in the list.
  14. Choose Repository > Compile and recompile the repository. Move the resulting SRF file to C:\Siebel\objects (or the equivalent location on your system).

 Siebel Reports Administration Guide, Version 7.5, Rev B 
 Published: 18 April 2003