Using Interactive Reports

This chapter provides overviews of interactive reports and delivered system data for interactive report and discusses how to launch interactive reports.

Understanding Interactive Reports

This section discusses:

Interactive reports and the Analytic Calculation Engine.
Delivered report and query definitions.

Interactive Reports

PeopleSoft Enterprise Customer Relationship Management (PeopleSoft Enterprise CRM) interactive reports are based on the PeopleSoft business analysis modeler tool Analytic Calculation Engine (ACE).

Use the interactive reports to view transactional data in multidimensional online reports. For example, a PeopleSoft Call Center business analysis modeler report might have two dimensions: customer and product. This enables users to display the number of cases in four ways—customer, product, customer within product, or product within customer.

Interactive reports can have more than two dimensions, which enable users to organize data in a variety of ways that serve various business purposes. Users drag and drop the available dimensions to reconfigure the report view as they use it. For example, in viewing a call center report, a user might add another available dimension such as month as a third dimension.

Users can filter interactive report data by selecting a single value for any dimension. For example, a user can limit a report so that only cases for one customer, organized by product and then by month, appear. This filtering capability provides the user with an overview of the products that are giving the customer trouble, as well as whether the number of cases that are reported against each product is decreasing or increasing.

Access to an Interactive Report is controlled by user roles. The user can export report data to Microsoft Excel or printed a hard copy. While you can interact with these reports by modifying data and moving data elements (dimensions) on the reports, the communication between the report and PeopleSoft Enterprise CRM is one-way—changes you make to interactive report data are local only, and do not affect the original source data in the PeopleSoft Enterprise CRM database. Also, you cannot transfer from an interactive report to any PeopleSoft Enterprise CRM components in order to access data.

PeopleSoft ACE is a PeopleTools product. For information on installing and setting up interactive reports using ACE, see the following references listed.

Delivered Report and Query Definitions

PeopleSoft Enterprise CRM provides these interactive report definitions:

Report Description	Application
Campaign Performance/ Forecast	Marketing
Helpdesk SLM Analysis	Support
Support Case Analytics	Support
Support SLM Analysis	Field Service
FieldService Dashboard	Field Service
Service Order Aging Analysis	Field Service
Utilization Rate Analysis	Field Service
Change Request Metrics	Help Desk
Forward Schedule of Changes	Help Desk
Enterprise Order Metrics	Order Capture
Enterprise Order Revenue	Order Capture
Sales Compare of Forecasts	Sales
Sales Activity Forecasts	Sales
Telemarketing Lead Acceptance	Telemarketing
Telemarketing Lead Quality	Telemarketing
Telemarketing Sales Conv Rate	Telemarketing
Telemarketing Sales Quality	Telemarketing
Dialog Performance Report	Online Marketing

Each report has an accompanying query definition that is similarly named to the report definition.

Launching Interactive Reports

Each PeopleSoft Enterprise CRM application that delivers an interactive report provides documentation for viewing that specific report.