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Viewing Information About Dashboard Reports

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This section explains how to use the catalog to view information about reports that appear on each page of a dashboard.

Organizations with Siebel Analytics applications can locate and view information about reports delivered with preconfigured dashboards. For information about preconfigured dashboards distributed with Siebel Analytics applications, see Siebel Analytics User Guide, and then use Analytics Catalog Manager to view information about the reports provided on each dashboard.

Exposing Dashboards and Reports

Depending on the Analytics options your organization purchased, the Siebel Analytics Web administrator may need to expose them before the associated dashboards and reports can be viewed in Siebel Analytics Web and in Analytics Catalog Manager. This applies to sites that have the following Siebel Analytics applications and options:

Siebel Sales Analytics, with the Forecasting and Incentive Compensation options.
Siebel Service Analytics, with the Universal Queuing, Email Response, and Agreements options.
Siebel Sales Analytics, with the Forecasting and Incentive Compensation options.
Siebel Partner Analytics, with the Partner Marketing, Partner ERM, and Partner ISS options.

These options need to be exposed using the administration feature in Siebel Analytics Web. For instructions, see Siebel Analytics Installation and Configuration Guide.

Locating Dashboard, Page, and Report Names

In Analytics Catalog Manager, the Web Catalog distributed with Siebel Analytics applications has the following structure:

Web Catalog > shared folder >Siebel Analytics application name >dashboard name > Page name > Report names

For example, Figure 5 shows the Sales folder in the shared folder, which contains the names of the preconfigured dashboards distributed with Siebel Sales Analytics, such as the Competitors dashboard. The Competitors dashboard contains pages such as Common, Industry, Overview, and so on. In the example, the Common dashboard has been opened to view the list of reports on that dashboard. The names of the reports are displayed in the Names list and have a type of Siebel Analytics Web Query.

Figure 5.  Sample Dashboard, Page, and Report Names

Generating a List of Reports

This feature is useful for organizations that have one or more Siebel Analytics applications and want to see a list of the preconfigured reports distributed with the application. You can view the list in Analytics Catalog Manager, or save it in a file.

To generate a list of reports

In the Analytics Catalog Manager workspace, click the Siebel Analytics application, dashboard or dashboard page for which you want to view a list of reports.
Choose Tools > Catalog Report.
In the Create Catalog Report window, scroll down and select Report in the Select Items to be Displayed list, and then click the right arrow button ( > ) to move it into the Report list.
To view a list of reports, click OK.

The list of reports is displayed in the Catalog Report window.

To save the list of reports in a file, use the Browse button to specify a location in the field Export Catalog to, and then click OK.

The list of reports is displayed in the Catalog Report window, and the list is also saved to the location you specified. The report list has a .txt file extension.

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