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Creating a New Report Object Definition in Siebel Tools


Each report design normally has its own report object definition in Siebel Tools and a corresponding data supply library file. In Creating a Simple List Report the report object definition was created from scratch. In this example, you copy an existing report object definition (and children) and change some property values.

To create a new report object definition in Siebel Tools by copying

  1. In Siebel Tools, navigate to the Report object type in the Object Explorer and select the Opportunity List - Current Query report object definition in the Object List Editor.
  2. Lock the Report project (choose Repository > Lock Project).

  3. Choose Edit > Copy Record.
  4. This creates a new report object definition, with the same set of children as the original, and duplicated property settings.

  5. Change the following property settings in the new report object definition (the other property settings do not need to be changed):
  6. Export to a data supply library file by choosing Tools > Utilities > Generate Actuate Report.
  7. This generates a data supply ROL file, named according to the value in the Template Name property, in the C:\Siebdev\rptsrc\enu\lib folder (or equivalent on your system).

    If your installation uses a non-English version of Siebel eBusiness Applications, you do not have an \enu folder. Instead, you have a folder in the appropriate language code for your installation, such as \deu for Germany.

    See Global Deployment Guide for a list of three-letter International Standards Organization (ISO) language extensions.

  8. Unlock the Report project.
  9. Navigate to the View object type in the Object Explorer.
  10. In the Object List Editor, locate the Opportunity List View object definition. In the Object Explorer, expand View and click on View Report.
  11. This is the My Opportunities view in the Opportunities screen.

  12. Add a view report object definition in the Object List Editor. Enter the name "Test Group Report" (match spelling and spacing exactly) and a sequence number that is 1 greater than any other sequence number in the list.
  13. Select Repository > Compile and recompile the repository. Move the resulting SRF file to C:\Siebel\objects (or the equivalent location on your system).

 Siebel Reports Administration Guide, Version 7.5, Rev B 
 Published: 18 April 2003