Bookshelf v7.5: Using Siebel PRM Reports

Siebel Partner Relationship Management Administration Guide > Reporting on Partner Performance >

Using Siebel PRM Reports

Siebel PRM lets your employees and partner employees run reports in batch or interactive mode, and distribute those reports. Users can schedule reports so they run periodically at a specified time, or can run long reports at off-peak times.

Siebel applications' prebuilt reports include Smart Reports, which incorporate best practices from sales and call center applications, and Parameterized Reports, which let the user customize the report at runtime.

To optimize performance, report output is generated in DHTML format and sent to the browser one page at a time.

There are a wide variety of reports available that Siebel PRM shares with other Siebel applications. The following reports are specific to Siebel PRM:

Partner List. Report on the partners currently displayed in the Partner list. Can be filtered using queries. Available in the Siebel Partner Manager's partner list views (My Partners, My Team's Partners, and so on).

Partner Profile. Report on the full Partner Profile for the current or selected partner record. Available in the Siebel Partner Manager's partner list views (My Partners, My Team's Partners, and so on).

Partner Report Card. Full report of how the partner has performed in meeting its CHAMP objectives, including lists of objectives for each plan the partner participates in and charts of the partner's targets and actuals. Available in the Siebel Partner Manager's partner list views (My Partners, My Team's Partners, and so on), CHAMP Plan view.

CHAMP Partner Plan. Summary of a partner's CHAMP plans, including each plan and the objectives associated with each plan. Action and Opportunity plans are also included. Available in the Siebel Partner Manager's partner list views (My Partners, My Team's Partners, and so on), CHAMP Plan view.

Marketing Funds Detail. Report that lists the funds and gives details on each fund, including the fund type, the current balance, totals for debits and credits, and a list transactions. Available in the Siebel Partner Manager's Fund Design view.

Partner Operations. Report that lists the partners currently displayed in the Partners list and the transactional data that each partner is working on, including accounts, opportunities, orders, quotes and service requests. Can be filtered using queries. Available in the Siebel Partner Manager's Partner Operations view.

Fund Request Summary. Report that lists market development funds and summarizes the fund requests for each fund, including request details such as amount requested, amount approved, approver, and status. Available in the Siebel Partner Manager's Fund Request view and the Siebel Partner Portal's Fund Request view.

To produce a report

Navigate to one of the screens where that report is available.

If necessary, perform a query to filter the data.

If you are using the Siebel Partner Manager, choose Reports from the View menu. If you are using Siebel Partner Portal, click the Reports button.

In the Reports list, select the report that you want to run.

Click Run.