Siebel Customer Relationship Management Siebel Fundamentals Siebel Innovation Pack 2013, Version 8.1/8.2 E24770-01 |
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In the Siebel clients—Siebel Web Client, Siebel Mobile Web Client, and Siebel Developer Web Client— you use views to run Siebel Reports. While in a view, you can perform a query (optional), and then select the report you want to run from the application-level Reports Menu drop-down list.
After choosing a report output type for the report, the report generates and appears in the chosen format. Additionally, you can monitor your long-running reports, view previously run reports, or delete reports.
To run a report
Navigate to the screen that contains the information for which you want to run a report.
(Optional) Limit report data by running a query.
On the Siebel application toolbar, click the Reports button.
Click the report you want to run from the Reports Menu.
The Reports menu is a drop-down list that appears after clicking Reports on the Siebel application toolbar while you are in a view.
Choose an output type, then click Submit.
A File Download dialog box appears prompting you to open or save the report.
Note: HTML outputs to same browser window, others formats output to a new browser window. |
For more information about the Siebel Reports user interface, see Siebel Reports Guide.
Note: Reports functionality is an optional extension to Siebel Business Applications. |
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