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Creating a Blue Sheet Report

The Blue Sheet uncovers and communicates key information at a glance. It helps to focus your team's attention on essential business and contact information. You can print the Blue Sheet or email it to your manager and team in report format or as an HTML document.

To create a Blue Sheet report

  1. Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity.
  2. Click the Strategic Selling view tab.
  3. From the application-level menu choose View > Reports.
  4. In the Reports dialog box, select the Blue Sheet report, the language and locale.
  5. Click Run Now.

    6. Click Schedule to run the report at a later date and time.

For more information on creating reports, see Siebel Reports Administration Guide.


 Siebel Sales User Guide 
 Published: 18 April 2003