Bookshelf v7.5: Siebel eFinance Reports

Table 15 lists the Actuate reports that are specific to the Siebel eFinance. For more information about Actuate reports, including how to customize, enhance, and create Siebel reports, see Siebel Reports Administration Guide.

Table 15. Siebel eFinance Reports
Report Name and Description	Navigation Path	Report Selection
FINS Call Report Detail Displays call report details, participating contacts and employees, action items, and notes of a single call report.	Call Reports > My Call Reports	Detail
FINS Call Report Summary Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities.	Call Reports > My Call Reports	Summary
FINS Commercial Banking Client Profile Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities.	Companies > My Companies	Commercial Profile
FINS Commercial Deal Pipeline - Close Date Displays the opportunity pipeline of commercial deals, grouped by closed date.	Opportunities > My Opportunities	Commercial Pipeline by Close Date
FINS Commercial Deal Pipeline - Primary Rep Displays the opportunity pipeline of commercial deals, grouped by primary sales representative.	Opportunities > My Opportunities	Commercial Pipeline by Primary Rep
FINS Commercial Deal Pipeline - Sales Cycle Displays the opportunity pipeline of commercial deals, grouped by sales cycle.	Opportunities > My Opportunities	Commercial Pipeline by Sales Cycle
FINS Contact Profile Displays contact profile information such as name, address, date of birth, interests, experience, and activities.	Contacts > My Contacts	Profile
FINS Deal Source - Close Date Displays lists of deals grouped by close date, with information such as company, sales cycle and primary sales representatives.	Opportunities > My Opportunities	Source by Close Date
FINS Deal Source - Primary Rep Displays lists of deals grouped by primary representatives, with information such as company, sales cycle and close date.	Opportunities > My Opportunities	Source by Primary Rep
FINS Deal Source - Source Displays lists of deals grouped by referral source, with information such as company, sales cycle and primary sales representatives.	Opportunities > My Opportunities	Source by Source
FINS Deal Source - Source Type Displays lists of deals grouped by referral source type, with information such as company, sales cycle and primary sales representatives.	Opportunities > My Opportunities	Source by Source Type
FINS Investment Banking Client Profile Displays the company profile of investment banking clients including a corporate summary, financial profile, stock market data, subsidiaries, contacts, and activities.	Companies > My Companies	Investment Profile
FINS Investment Deal Pipeline - Primary Rep Displays opportunity pipeline of investment deals, grouped by primary representative.	Opportunities > My Opportunities	Investment Pipeline by Primary Rep
FINS Investor Profile Displays profiles of investors including specialties, industry, vehicles, holdings and transactions.	Investors > My Investors	Profile
FINS Portfolio Roll-Up - Primary Rep Displays lists of companies and their loans and deposits, grouped by primary representatives.	Companies > My Companies	Roll-Up by Primary Rep
FINS Portfolio Roll-Up - Relationship Displays lists of companies and their loans and deposits, grouped by relationships.	Companies > My Companies	Roll-Up by Relationship
FINS Teller Branch Override Transaction Report Displays lists of override transactions at a branch.	Site Map > Branch Services Administration > My Branches > Transactions view tab	Override Transactions
FINS Teller Customer Large Currency Transaction Report Displays lists of large currency transactions at a branch.	Site Map > Branch Services Administration > My Branches, click the Transactions view tab	Customer Large Currency Transactions
FINS cBanking Credit Request Borrower Summary Displays a summary of the credit request, profile of the borrower, and the facility.	Commercial Loan > My Requests	Credit Request Borrower Report
FINS cBanking Credit Request Facility Summary Displays the detail of the credit request facility including collateral, guarantor, and fee.	Commercial Loan > My Requests	Credit Request Facility Report
FINS cBanking Credit Request Summary Displays the detail of the credit request including decisions, key credit issues, and underwriting standard.	Commercial Loan > My Requests	Credit Request Report