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Design Steps for an Actuate Report


This topic is one of the Roadmaps for Installing and Configuring the Advanced Reporting Edition.

After connectivity to the Siebel Analytics server is established (see Step 1 of Configuration Steps for Advanced Reporting Edition), report designers use Siebel Advanced Reporting Workbench, a Windows-based desktop tool, to create highly complex, formatted reports to include in Siebel Analytics dashboards. For information on report design guidelines, see the Actuate documentation on the Siebel Business Applications Third-Party Bookshelf CD-ROM.

The following list shows the general tasks performed by a report designer or an administrator with report designing capabilities. Details of configuration are contained in the Siebel Analytics Web Administration Guide.

Tasks for designing a report

  1. Install Siebel Advanced Reporting Workbench if your deployment does not already include it.

    NOTE:  The Advanced Reporting Edition installer does not install Siebel Advanced Reporting Workbench. This product is available on the DVD, but must be installed separately by executing the Siebel Advanced Reporting Workbench installer.

  2. Report developers design the reports.

    For information about designing reports, see the Actuate documentation on the Siebel Business Applications Third-Party Bookshelf CD-ROM.

  3. After the report formatting requirements are met, publish the report to the Actuate iServer using either the Actuate Management Console or the Siebel Advanced Reporting Workbench.
Siebel Analytics Platform Installation and Configuration Guide