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Running Reports

Reports allow you to display key information residing in your system in a predefined, organized format. You can view and print reports in your Siebel application.

You can access reports by choosing View from the application-level menu or by clicking the reports button in the Siebel application toolbar. Most screens provide reports. Different reports are associated with each screen. The particular reports available depend on the current screen.

TIP:  You can limit report data by performing a query before you select the desired report. For more information on performing a query, see Common Query Tasks.

Reports are displayed in a browser window, as shown in Figure 36.

Figure 36.  Report Browser Window - Accounts Report

Click for full size image

To run a report

  1. Navigate to the appropriate screen.
  2. From the application-level menu, choose View > Reports.

    3. The Reports dialog box appears.

  3. From the Select a Report drop-down list, click the desired report.
  4. Click Run.

    5. The report appears in a new browser window.

After executing the report, you will see a variety of controls at the top of the report window, allowing you to print the report and save it. These controls are shown and described in Table 17.

Table 17.  Report Controls
Button
Name
Description
Download Report
Provides a dialog box in which you can save or view the report in PDF format.
Print Report
Provides a printable PDF of the entire report.
Report Navigation
Provides a table of contents for the report. A viewer appears, listing the sections of the report. Click the name of the section and you will automatically be taken to that section in the window.
Search
Allows you to search the report.
First Page
Takes you to the first page of the report.
Previous Page
Takes you to the preceding page of the report.
Next Page
Takes you to the next page of the report.
Last Page
Takes you to the last page of the report.
Go To Page
Allows you to specify the page you want to go to in the report. Enter the page number in the Page text field and click Go.


 Fundamentals 
 Published: 14 August 2003