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Changing the Report Sequence Order in the Reports Menu

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

You can define the way reports are ordered or even hide a report from appearing in the Reports menu by setting the Sequence field on the report record. You can define this field when creating a report (or change the sequence later) to a numeric value that determines the sort order of the reports. The sort order is calculated with the lowest value appearing higher in the list of reports. The Siebel application calculates the order. The calculation is based on the following logic:

• The sequence value can be any positive integer including 0 (zero) or NULL.
• When the sequence value is set to 0 (zero), the report does not appear in the Reports menu.
• If the field value is blank or NULL, the report is generated using the standard sort order (that is, according to the report name). This setting is the default.
• Reports with a positive integer sequence value are sorted by the sequence value and ordered before any report with a NULL sequence value.
• If two or more records have the same sequence value, the records are sorted by name.

TIP:   Because the Sequence field is a standard, numeric-business component field, you can add your own business logic for how reports appear in the application. For more information about configuring business components, see Configuring Siebel Business Applications.

To change the report sequence order in the Reports menu

1. Navigate to the Administration - BI Publisher Reports screen, then the View Association view.
2. Select the view for which you want to define the report order.
3. In the Report List, use the sequence field to assign a sequence to some or all of the reports.