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Creating Reports Using Reports and Analysis for Excel

This section contains the following topics:

  • Running Existing Reports
  • Creating New Reports

Running Existing Reports

The following procedure describes how to run an existing report using Reports and Analysis for Excel. It also includes an optional step that describes how to edit an existing report. After running the report, you can work with the data in your workbook. You can build pivot tables, pivot charts, charts and graphs, and calculate fields from information included in your report worksheets.

NOTE: When adding pivot tables, pivot charts, and graphs and charts you should create them in new worksheets, otherwise when you refresh your reports they could be overwritten.

To run existing reports

  1. Open the Excel template file.
  2. In the On Demand Integration toolbar, click Configure On Demand Report.
  3. In the CRM On Demand - Sign-in dialog box, complete the appropriate fields, and click Sign In to sign in to Oracle CRM On Demand.
  4. In the Configure Reports dialog box, from the Select Record Type drop-down list, select the record type you want for your report. Choices are:
    • Account
    • Contact
    • Opportunity
    • Lead
    • Service Request
    • Solution
    • Household
    • Custom Object 1
    • Custom Object 2
    • Campaign Recipients
    • Custom Object 1 Accounts
    • Custom Object 1 Opportunities
    • Custom Object 2 Accounts
    • Custom Object 2 Opportunities

      The available reports for the selected record type appear in the Available Reports list. You can edit an existing report, remove an existing report, or create new reports. For more information about the Configure Reports dialog box, see About Creating Reports with Reports and Analysis for Excel. For more information about creating new reports, see Creating New Reports in this topic.

  5. Select an existing report from the Available Reports list.
  6. (Optional) Click Edit Report to modify the filter settings and fields included with the currently selected report.
    1. In the Define Report dialog box, in the Filters tab, define the criteria for the data you want to download.

      For more information about creating filters, see Working with Lists.

    2. In the Fields tab, select the specific fields of information to be downloaded and then click OK.

      NOTE: You can select up to 100 Fields for inclusion in a report.

  7. Click Run Report.

    The requested data is inserted into the Excel workbook as a new worksheet labeled with the report name.

  8. Click Exit in the Configure Reports dialog box to begin editing the data in Excel.
  9. Click Refresh On Demand Report to update the data that you are editing in Microsoft Excel with the most recent data from Oracle CRM On Demand.

    NOTE: When you click Refresh On Demand Report, each report worksheet in the workbook is overwritten with the most recent information from Oracle CRM On Demand.

Creating New Reports

The following procedure describes how to create and run a new report using Reports and Analysis for Excel.

To create new reports

  1. Open the Excel template file you want to use to create your report.
  2. In the On Demand Integration toolbar, click Configure On Demand Report.
  3. In the CRM On Demand - Sign-in dialog box, complete the appropriate fields, and click Sign In to sign in to Oracle CRM On Demand.
  4. In the Configure Reports dialog box, from the Select Record Type drop-down list, select the record type you want to use for your report. Choices are: Account, Contact, Lead, Opportunity, Service Request, or Solution.

    The available reports for the selected record type appear in the Available Reports list.

  5. Click New Report to create your own query.

    NOTE: Creating a new report allows you to create a custom report for a selected record type. You can set filter criteria against each of the standard and custom fields for that record type.

  6. In the Define Report dialog box, do the following:
    1. In the Filters tab, define the criteria for the data you want to download.

      For more information about creating filters, see Working with Lists.

    2. In the Fields tab, select the specific fields of information to be downloaded and then click OK.

      NOTE: You can select up to 100 Fields for inclusion in a report.

  7. In the Save Reports dialog box, enter a name for this report in the Report Name field for future use, and then click Save.
  8. In the Configure Reports dialog box, select the report you just created and click Run Report.

    The report you created appears as a worksheet in Excel labeled with the name you indicated.

  9. After adding all the reports you need, click Exit to close the Configure Reports dialog box and begin to work with the data in your worksheet.
  10. Click Refresh On Demand Report to update the data that you are editing in Microsoft Excel with the most recent data from Oracle CRM On Demand.

    Clicking Refresh On Demand Report updates every report worksheet in the workbook.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.