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Siebel Sales User Guide > Opportunities >
Generating Opportunity Reports
You also can generate reports of your opportunities data. Available reports include:
- Opportunities by Category
- Opportunities by Sales Rep
- Opportunity Summary
- Opportunity List
- Pipeline Report by Rep
- Smart Report - Opportunity Detail
- Opportunity Status
- Opportunity Marketing Events Summary
To generate an opportunity report
- Navigate to the Opportunities screen, and in the Opportunities list, select an opportunity.
- From the application-level menu, choose View > Reports.
The Reports dialog box appears.
- In the Reports dialog box, choose the report to display from the Select a Report drop-down list, and then click Run Now.
To generate the report at a later time, click Schedule, and then complete the fields in the Reports dialog box.
Configuring the Opportunities by Category Report
The Opportunities by Category report can be configured to sort by City, Close Date, Sales Cycle Stage, Source, Source Date, State, Territory, or ZIP Code.
To configure the Opportunities by Category report
- Navigate to the Opportunities screen.
- In the Opportunities list, select an opportunity.
- From the application-level menu, choose View > Reports.
- In the Reports dialog box, choose the Opportunities by Categories report from the Select a Report drop-down list, and then click Run Now.
- In the Opportunity Parameters dialog box, choose a sort parameter in the Sort By field, and then click Finish.
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Siebel Sales User Guide Published: 18 April 2003 |