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Reports Assessment

Use the guidelines in Table 5 to estimate the level of effort to migrate custom reports. Siebel standard reports are automatically migrated to Siebel 7 and do not need any changes.

Migration of custom reports includes validation of the fields used in a report, verification of access to the report from relevant views, regeneration of report metadata, and recompilation of the report executable in a new version of Actuate report designer.

The complexity of a custom report depends on the complexity of logic and report layout. Document your report customizations, and ask your report designer to review this information before migrating reports.

Table 5. Level of Effort for Custom Reports Migration
Number of Custom Reports
Complexity of Layout
Complexity of Logic
Person Days


Less than 5

Simple listing





Simple listing


Five to 10



Master detail, cross tab

totals, calculations

10 to 15


More than 20

Cross tabs, hierarchical, scripted/custom coded

Calculations, multi-currency, custom filters

More than 20

Person-day estimates in Table 5 assume that the report designer is familiar with Siebel technologies and is a trained user of Siebel Tools and Actuate report designers. Expect your report migration to take more time for complex layouts or complex reports that include custom methods on fields.

If you need to generate reports for analysis, conditional filtering, or aggregation on a large set of records (more than 500), consider using Siebel Analytics.

If your custom reports must be localized for a multilingual Siebel deployment, you need to perform additional steps. See Siebel Reports Administration Guide for instructions about how to migrate reports.

Planning an Upgrade to Siebel 7