Finishing Your Analysis
When you finish defining the criteria, layout, and optional prompts for your analysis in Oracle CRM On Demand Answers, you save it.
To finish your analysis and save it
- In Oracle CRM On Demand Answers, in the Define Criteria page, Create Layout page, Define Prompts page, or Review page, click the Finish button.
- Select the folder where you want to save the report.
TIP: Save the report as a private one first using My Folders. After checking the setup, you can save it to public Shared Folders if you want to allow others to use it, and then delete it from My Folder. Reports saved in Shared Folders are accessed from the Shared Custom Analyses link within the Custom Reports and Analyses section on the Reports Homepage, and are visible to all employees who have access to the folder where you saved the report.
- Enter a name for your report.
TIP: Use a consistent naming convention that all users will recognize. Also, avoid using extra blank spaces or symbols, such as apostrophes, when naming reports.
- Enter a short description of the report, up to a maximum of 2,000 characters. The information you enter for both the name and description appears on the employees’ Reports Homepage exactly as you enter it.
TIP: Use the description to let users know if the report contains historical or real-time data.
- Click OK.
The report is saved, the Build and View Analysis window is closed, and the Getting Started With Answers page is displayed. Your custom report is stored in the folder that you specified. You can access it later in Oracle CRM On Demand Answers by clicking the Open Analysis button.