Siebel Assignment Manager Administration Guide > Assignment Rule Administration >

Generating Assignment Reports

Assignment rules are associated with many different elements, such as criteria, employees, positions, organization, workload rules, organization workload, activation date, expiration date, and so on. Because those elements are organized in different screens in the application, it is rather cumbersome to view all information linked to an assignment rule. Assignment reports make it easier to inspect assignment rule details.

NOTE:  Assignment reports and Reporting Mode are mutually exclusive features.

Assignment Manager provides the ability to output and print the following reports:

• Assignment Manager Detail
• Territory Assignment Detail

NOTE:  To generate reports, you must be connected to the Siebel Application Server and the Report Server must be running. In addition, you need to configure the Siebel Server before generating reports. For more information about working with reports, see Siebel Reports Administration Guide.

To generate an assignment report

1. On the toolbar, click the Reports icon.
2. From the popup list, select one of the following:
   • Assignment Manager Detail
   • Territory Assignment Detail
3. (Optional) Print the report.