Siebel Sales User Guide > Enterprise Selling Process >

Generating ESP Account Plan and Account Map Reports


You can automatically generate an Account Plan report and an Account Map report for your selected account. The reports can be printed or emailed.

To create a report

  1. Navigate to the Accounts screen, and in the Accounts list, select the account associated with the report.
  2. Click the Enterprise Selling Process view tab.
  3. From the application-level menu, choose View > Reports.
  4. In the Reports dialog box, choose the Account Plan or Account Map report from the Select a Report list, and then select the language and locale for the report.
  5. Run the report or schedule it to run at a specific time.
  6. For more information on reports see Fundamentals and Siebel Reports Administration Guide.


 Siebel Sales User Guide 
 Published: 18 April 2003