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Running Reports

Although you can view reports on different pages in your application, the Reports Homepage provides a single point of access to all prebuilt reports and public custom reports.

To run a report

  1. In Oracle CRM On Demand, click the Reports tab.

    The Reports Homepage groups the reports under these categories:

    Category

    Description

    Custom Reports and Analyses

    All custom reports are created by users at your company. Reports released to some or all employees are Shared Custom Analyses, while private reports are My Analyses. Only users with roles that include the Manage Custom Reports privilege can create custom reports using the Design Analyses link.

    Quick Lists

    Reports used for standard list reporting rather than interactive or graphical analytics.

    Pipeline Analysis

    Reports to help you evaluate your company’s sales and team effectiveness.

    Sales Effectiveness

    Reports to help you evaluate your company’s historical and current pipeline trends and performance.

    Customers

    Reports to help you evaluate the quality and demographics of your accounts and contacts.

    Service

    Reports to evaluate the effectiveness of your service organization.

    Communications

    Reports to help you evaluate statistics regarding your Oracle Contact On Demand use, based on each workgroup and project.

    The Communications section appears if your user role has the privilege for viewing this dashboard.

    Marketing Effectiveness

    Reports to help you evaluate the effectiveness of your campaign and lead management activities.

  2. On the Reports Homepage, click the link for the prebuilt report you want to run, or drill down into a folder to click on the link to a custom report you want to run.

    The report information appears on the Reports page.

  3. Depending on the specific report, you might be able to do the following on the Reports page:
    • To show the data from a different perspective, select other options from the drop-down lists.
    • To view exact totals for a segment in a chart or graph, place the pointer over the segment.
    • To view the records belonging to a segment, click the segment. The list of records appears with its specific data.
    • To filter on a reporting level, select an option from the Reporting Level drop-down list:

      Reporting Level

      Description

      (All Choices)

      A report that runs on data owned by any user whom the session user has visibility to in Oracle CRM On Demand Answers.

      0

      Report run on data owned by only the session user.

      1

      Report run on data owned by users 1 level beneath the session user in the organizational hierarchy, and all levels above the selected level.

      2

      Report run on data owned by users 2 levels beneath the session user in the organizational hierarchy, and all levels above the selected level.

    • To download the report, scroll to the bottom of the report page, click Download, select the option you want, then follow the onscreen instructions to download the report.
    • To refresh the report with current, real-time data (available for most, but not all reports), click the Refresh button at the bottom of the page.
    • To print the report, click the Printer Friendly link at the bottom of the page.

Related Topics

See the following topics for related information:


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