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Using the Excel Web Service

You can use the Excel Web service to create Siebel reports in Excel. You perform the following actions to create the query to run for the report:

• Log in to the Siebel database.
• Select the business component on which you want to run the report.
• Specify conditions to apply to the data.
• Select the fields you require.

When you run the report, the report output is inserted into the workbook as a new worksheet. You can add multiple Siebel reports to your Excel workbook.

After you create your Siebel reports, you can run all of the reports again. When you do this, you refresh the content of each of the worksheets in your workbook.

NOTE:  After you log in to the Siebel database in this process, your session might time out. If this occurs, you must log in again.

To create Siebel reports in Excel

1. In Excel, create a new workbook based on the workbook template.
2. Click the Configure Siebel Report button.
3. Enter your Siebel username and password, then click Login.
4. Select the type of records you require from the Select Record Type drop-down list on the Configure Reports dialog box.
5. Select the type of report you require from the Available Reports list, then click the Run Report button.

   Alternatively, to create a new report perform the following steps:

   1. Click the New Report button.
   2. Specify any filters that you want to apply to the data on the Filters tab of the Define Report dialog box.
   3. Click the Fields tab, then use the dialog to specify the fields that you want to include in the report.
   4. Click OK.
   5. Type a name for the report on the Save Report As dialog, then click Save.
   6. Select the new report on the Configure Reports dialog box, then click the Run Report button.

      The report data is inserted into the workbook as a new worksheet with the name of the report.

To update Siebel reports in Excel

1. In Excel, open the workbook that contains the Siebel reports that you want to update.
2. Click the Refresh Siebel Report button.
3. Enter your Siebel username and password, then click Login.

   Each report in your workbook is run again, and the data in each worksheet is updated.