Siebel Reports Administration Guide


Introduction

How This Guide Is Organized

Revision History


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Installing the Siebel Reports Server for Microsoft Windows

About the Siebel Reports Server

Preinstallation Tasks for the Siebel Reports Server

Siebel Reports Server Installation

Installing the Actuate e.Reporting Server

Installing the Actuate Management Console

Installing the Actuate Active Portal

Installing the Siebel Report Server Access

Postinstallation Tasks for the Siebel Reports Server

Synchronizing Locale-Sensitive Parameters

Changing the Time Zone on the Reports Server Machine

Enabling the Siebel Reports Server with the Dedicated Web Client

Enabling the Siebel Reports Server with the Web Client

Synchronizing the Reports Administrator

Synchronizing Reports Server Users

Testing the Siebel Reports Server from the Dedicated Web Client

Testing the Siebel Reports Server from the Web Client

Installing Actuate e.Report Designer Professional

Installing Actuate e.Report Designer

Installing Siebel Reports Server Utility


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Installing the Siebel Reports Server for UNIX

About the Siebel Reports Server

Preinstallation Tasks for the Siebel Reports Server

Siebel Reports Server Installation

Installing the Actuate e.Reporting Server

Installing the Actuate Management Console

Installing the Actuate Active Portal

Installing the Siebel Report Server Access

Postinstallation Tasks for the Siebel Reports Server

Synchronizing Locale-Sensitive Parameters

Changing the Time Zone on the Reports Server Machine

Enabling the Siebel Reports Server with the Dedicated Web Client

Enabling the Siebel Reports Server with the Web Client

Synchronizing the Reports Administrator

Synchronizing Reports Server Users

Testing the Siebel Reports Server from the Dedicated Web Client

Testing the Siebel Reports Server from the Web Client


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Upgrade Instructions for Siebel 7.5.3

Upgrading Paths for the Actuate e.Reporting Server

Upgrading to Actuate 6 SP1 Fix 10

Upgrading the Siebel Report Server Access

Migrating Pre-Siebel 6 Custom Reports to the Siebel Reports Server

About sssiebel.bas Library Functions

About Method Name Prefixing

About Message Boxes

Changing CreateObject to ssConnect


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Reporting in the Siebel Web Clients

About Reporting in the Web Client

About the System Architecture for Reporting in the Web Client

Requesting Reports in the Siebel Web Clients

About DHTML Report Viewer Keyboard Shortcuts

About Reporting in the Dedicated Web Client

About System Architecture for Reporting in the Dedicated Web Client

Requesting Reports in the Dedicated Web Client

About ActiveX Report Viewer Keyboard Shortcuts

About Searching in the Siebel Report Viewer


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Siebel Reports Server Views

Siebel Reports Server Views

User Administration View

Reports Server Administrator Profile View

Scheduled Requests View

Completed Request Notifications View

Active Requests View

Explorer View

My Reports View

Personal Profile View


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Restructuring the Reports Server Encyclopedia

Restructuring the Reports Server Encyclopedia Overview

Installing the Utility for Restructuring Report Encyclopedia

Restructuring the Report Encyclopedia


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Getting Started

Development Environment

Actuate File Types

Directory Structure

Actuate Libraries

Actuate Design Files

How the Siebel Application and Actuate Interact

Run-Time Behavior

Run-Time Report Parameters

Data Definition for Reports

Data Supply ROL Files

Siebel Report Object Types

Additional Siebel-Actuate Reporting Issues

Installation

Upgrading Custom Reports

Upgrading Forecasting Reports

Migration of Non-Actuate Reports

Maintaining the Actuate e.Reporting Server

Dynamic Versus Static Reports

Using a Datastream Twice

sssiebel.bas and Migration Considerations

Backing Up Report Design and Library Files

Emailing a Report

Printing


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Global Report Modifications

Changing the Font on All Reports

Changing the Corporate Logo on All Reports


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Creating a Simple List Report

Creating a New Report Versus Subclassing a Design

How a Simple List Report Works

Example—Creating a Simple List Report

Creating a New Report Object Definition in Siebel Tools

Creating a Report Design in Actuate e.Report Designer Professional

Adding Label and Data Elements to the Design

Compiling and Testing the Report

Alternative Report Creation Strategies

Copying a Report Object Definition

Copying a Report Design

Using a Custom Component Library


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Reports with Group Sections

Using Group Sections Overview

How a Group Section Works

Example—Creating a Report with a Group Break

Creating a New Report Object Definition in Siebel Tools

Creating a Report Design in Actuate e.Report Designer Professional

Adding Label and Data Elements to the Design

Compiling and Testing the Report

Group Totals


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Master-Detail Reports

Master-Detail Report Overview

How Master-Detail Reports Work

Example—Creating a Master-Detail Report

Creating a New Report Object Definition in Siebel Tools

Creating a Custom Component Library

Creating a Report Design in Actuate e.Report Designer Professional

Adding Datastreams to the Report Design

Adding Frame, Data Control, and Label Elements to the Design

Compiling and Testing the Report

Example—Creating a Report with Multiple Hierarchies

Creating a New Report Object Definition in Siebel Tools

Creating a Report Design in Actuate e.Report Designer Professional

Adding Frame, Data Control, and Label Elements to the Design


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Composite Datastreams

Datastream Concepts

Using Composite Datastreams in Reports

Adding Global Variables to the Report Design

Modifying the Master Datastream Component

Referencing Global Variables in Controls

Debugging Tips for Composite Datastreams


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Sorting Records in Memory

Report Sorted on a Multi-Value Field

Report Sorts Records from a Many-to-Many Relationship

How a Memory Sort Report Works

Data Filters

Memory Structures

Structure of the Report Design

Examining a Report Sorted on a Multi-Value Field (MVF)

Global List Variable

Fetch Method on the Master Datastream

Fetch Method on the Detail Datastream

Fetch Method on the Combined Datastream

Compare Method on the Sort Data Filter

Examining a Report Based on a Many-to-Many Relationship


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Using Graphics in Reports

Using Graphics Overview

Actuate-Supplied Chart Types

Chart Control Properties


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Smart Reports

Smart Reports Overview

Purpose of Smart Reports

Standard Smart Reports

Visual Features

Report Structure and Major Components

Order-of-Merit Indicator

Thermometers

Obtaining the Minimum, Maximum, and Trigger Values

Obtaining the Data Value

Positioning a Thermometer on the Dashboard Subpage

Passing Siebel-Generated Graphics to a Smart Report

Designing a Smart Report

Opportunity Detail Report

Account Service Detail Report

Account Summary Report

Pipeline Analysis Report

Quota Summary Report

Service Request Performance Report (Service Request Aging Analysis)


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Parameterized Reports

Creating Parameterized Reports

Siebel Tools

Actuate


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Developing Multilingual Reports

Developing Multilingual Reports Overview

Designing Multilingual Reports

Deploying Multilingual Reports

Viewing Multilingual Reports

Exceptions for Multilingual Reports


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Report Business Service

Report Business Service Overview

Report Business Service Methods

Report Business Service Input Parameters

ExecuteReport

GrantRolesAccess2Report

GrantUserAccess2Report

PrintReport

RunAndEmailReport

SaveReport2PDF

ScheduleReport

SyncOne

Example: Invoking a Report Business Service Method Using Scripting


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Library Reference

sscustom Library

Text Controls

Display of Revenue Information

Display of Date Information

CanGrow Property

Check Box Text Control

Percentage Text Control

Label Controls

Frame Controls

PageList and Child Components

Miscellaneous Controls

Line Controls

Section Components

sssiebel Library

baseCur

baseDate

baseDateDisplay

baseFlow

baseFlow1

baseFrm

baseGrp

baseInt

baseLbl

baseLblSiebel

baseLineControlr

basePage

basePageList

basePageNoDisplay

basePrintBy

baseReport

baseReportHeader

baseReportTitle

baseRpt

baseRptCreateBy

baseSeq

baseSubPage

baseTxt


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Method Reference

DataStream Function

Essential DataStream Methods

Start Method

Fetch Method

Delete Method


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Smart Reports List of Values

List of Values

Opportunity Detail Report

Account Service Detail Report

Account Summary Report

Pipeline Analysis Report


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List of Selected Reports

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 Siebel Reports Administration Guide 
 Published: 18 July 2003