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Sharing Report Layout Templates

Siebel Business Applications allow you to share report layout templates. If a report template is registered in the Siebel application, you can define the visibility of the report template for use by others using the Templates views.

This task is an optional step in Process of Creating Custom Reports.

The Report Access field on the report record controls access to the report templates that are executable. After a user is granted access to the report template, the template appears in the Reports menu when a user navigates to the relevant view.

To share a report layout template

1. Navigate to the Administration - BI Publisher Reports screen, then the Reports - Custom Templates view.

   NOTE:  The Report Access field is available only in the Reports - Custom Templates view to allow for sharing of generated reports based on position.

2. Perform one of the following:
   • Select or query for an existing report.
   • Click New to register a new report.

     For information about registering a new report, see Registering Report Layout Templates.

3. Grant access to the report by doing the following:
   1. Click the Report Access field to display the Position dialog box.
   2. In the Position dialog box, select the positions that you want to grant access to the report, and then click Add.

      NOTE:  You can select multiple positions by using the CTRL key.

4. You can define multiorganizational templates by adding a specific organization or organizations to the report template in the organizations multi-value group (MVG).
   1. Click the Organizations field to display the Organizations dialog box.
   2. Select the organizations that you want to grant access to the report, and then click Add.

      You select multiple records using the shift or control keys.

NOTE:  By default, custom templates belong to the default organization.