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Working with Siebel Business Analytics Advanced Reporting Edition

If your organization licensed Siebel Business Analytics Advanced Reporting Edition, you can view and interact with highly formatted Siebel Business Analytics Advanced Reports in the Dashboard page. In the Advanced Reports screen, you can run, view, or schedule Siebel Business Analytics Advanced Reports. The Siebel Business Analytics Advanced Report toolbar includes download and printing options, and navigational components such as, Next, Previous, Search, and so on.

NOTE:  The Siebel Business Analytics Advanced Reporting Edition cannot be used with Siebel Answers, Siebel Delivers, and Siebel Analytics Briefing Books. The Add to Briefing Books and Printer Friendly buttons are disabled for a dashboard page that displays a Siebel Business Analytics Advanced Report.

There are two types of files for a Siebel Business Analytics Advanced Report:

  • Report Executable File

    The report executable file with the ROX file name extension is an executable Siebel Business Analytics Advanced Report. You can run these files in the Advanced Reports screen. The report executable file can have multiple versions. For example, a company may have report executable files for the different months of the year.

  • Report Document File

    The report document with the ROI file name extension is the report generated when you run the report executable file. The report document may be used to create snapshots of data. For example, you can run a monthly sales report executable file for the month of January, and save the results in a report document to view later. In February, you can run the same report executable file for the month of February.

This section contains the following topics:

Running a Siebel Business Analytics Advanced Report

For a current version of a Siebel Business Analytics Advanced Report, you can run a report executable file in the Advanced Reports screen.

To run a Siebel Business Analytics Advanced Report

  1. Click the Advanced Reports link.

    The Advanced Report start page appears.

  2. Click the View link of the report you want to run.

Scheduling a Siebel Business Analytics Advanced Report

You can schedule a Siebel Business Analytics Advanced Report in the Advanced Reports screen. If your user name has the appropriate permissions a Schedule link appears under the report name. When you schedule a report executable file, it is saved as a report document file.

To schedule a Siebel Business Analytics Advanced Report

  1. Navigate to the Advanced Reports screen.
  2. Click the Schedule link of the report you want to schedule.

    The Active Portal window appears.

  3. In the Schedule tab, click one of the following options:
    • Right now

      This option runs the report now and it is selected by default.

    • Once

      This option schedules the report to run at a specific time and date.

    • Recurring

      This option schedules a recurring report. For example, you can run a report daily, weekly, and so on.

  4. Type or select the frequency, date, and time for the report.
  5. In the Parameters tab, specify the report parameters.
  6. In the Output tab, specify output options for the report.
  7. Click the Submit button.
  8. To view the report status, click the Job Status button.
  9. To cancel the report, click Cancel Job button.

Using the Siebel Business Analytics Advanced Report Toolbar

The Siebel Business Analytics Advanced Report toolbar includes navigational components and download options.

To use the Siebel Business Analytics Advanced Report toolbar

  • In the Siebel Business Analytics Advanced Report toolbar, select a menu.

    The toolbar menu options are described in the following table:

    Menu
    Description

    TOC

    The report's table of contents.

    First

    Navigate to the first page of the report.

    Prev

    Navigate to the previous page of the report.

    Next

    Navigate to the next page of the report.

    Last

    Navigate to the last page of the report.

    Goto

    Navigate to a specific page number. Type the page number in the Page box, and click the Goto button.

    Search

    Search the report.

    Download

    Download the report. You can download the report in different formats.

    Print

    Prints the report.

Adding Siebel Business Analytics Advanced Reports to a Siebel Intelligence Dashboard Page

This section explains how to add and display Siebel Business Analytics Advanced Reports on a dashboard using the Dashboard Editor. You can only use one Siebel Business Analytics Advanced Report on a dashboard page.

NOTE:  Dashboard modification is reserved for users with the appropriate permissions and responsibilities.

To add Siebel Business Analytics Advanced Reports to a dashboard

  1. In the dashboard page, click the Page Options button, and click Edit Dashboard...

    The Dashboard Editor screen appears.

  2. Click the Add Column button near the top of the Dashboard Editor.

    The column is added to the dashboard page.

    For more information on working with Columns in a dashboard, see Working with Siebel Intelligence Dashboard Pages and Layout Using the Dashboard Editor.

  3. From the selection pane, drag and drop the Advanced Report object from the Dashboard Objects area into the column.

    NOTE:  You can also add a Siebel Business Analytics Advanced Report from a dashboard page. From the selection pane, drag and drop the Advanced Report object from the Dashboards folder in the Saved Content area.

  4. Click the Properties button.

    The Advanced Report Properties dialog box appears.

  5. Click the Browse button, and click one of the following options:
    • Reports that can be run

      This option lists the report executable files that you can run.

    • Documents that can be viewed

      This option lists the report document files that you can view.

  6. Select a report, and click OK.
  7. Click one of the following options:
    • Embedded Content

      This option executes the report automatically and displays the report directly in the dashboard. As a result, the latest version of the report is shown. This option is selected by default for reports. You can specify the width and height dimensions for the content.

      For more information about embedded content, see Adding Embedded Content to a Siebel Intelligence Dashboard Page.

    • Link

      The report is displayed as a link in the dashboard. When you click on the link, the report is displayed in a new browser window. Select the Show Version Selector check box to display a link for every version of the report.

  8. Click OK.
  9. Click the Save button.

Using Dashboard Prompts with Parameterized Siebel Business Analytics Advanced Reports

You can use a dashboard prompt to filter the results of embedded parameterized Siebel Business Analytics Advanced Report to show only results that match the prompt criteria. Dashboard prompts can only be used with report executable files.

NOTE:  For the filtering to work, the Siebel Business Analytics Advanced Report parameter and the dashboard prompt need to have the same subject area column.

To use dashboard prompts with parameterized Siebel Business Analytics Advanced Reports

  1. Create a new dashboard prompt.

    For more information on creating dashboard prompts, see Creating a Dashboard Prompt for Filtering Siebel Analytics Requests.

    NOTE:  Dashboard modification is reserved for users with the appropriate permissions and responsibilities.

  2. In Siebel Intelligence Dashboards, navigate to the dashboard or the specific dashboard page to which you want to add the dashboard prompt, and then click the Dashboard Editor link.

    The Dashboard Editor appears.

  3. From the selection pane, in the Saved Content area, navigate to the folder that contains the dashboard prompt you want to add.
  4. Drag and drop the dashboard prompt into a section in the dashboard page.
  5. Add a Siebel Business Analytics Advanced Report to the dashboard page.

    For more information on adding Siebel Business Analytics Advanced Reports to a dashboard, see Adding Siebel Business Analytics Advanced Reports to a Siebel Intelligence Dashboard Page.

  6. Click the Save button.
    
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