Siebel Public Sector Guide > Managing All Cases > Process of Managing Case Time >

Running Time Reports for Cases

To review the user time that is allocated to cases, you can run preconfigured reports that show detailed and summarized information about this time. You run these time reports in the Bulk Case Time Entry view of the Time Reporting screen. In this view, you can see the following time records:

• The time records for your time. These records include:
  • The time records that you create for yourself
  • The time records that your past and present proxies create for you
• The time records for delegator users for whom you are a proxy. These records include:
  • The time records that these delegator users create for themselves
  • The time records that the past and present proxies (including you) for these delegator users create for the delegator users

The time reports that you run from this view include only information about the time records that you can see in this view and the time records that include your user ID in the Staff field.

If necessary, administrators can configure the header information in report templates, such as the address and logo of the organization, as well as the appropriate data to include in the report body. To configure report templates, you must use Oracle Business Intelligence Publisher Add-in for Microsoft Word. For more information about configuring report templates, see Business Intelligence User Guide, which is available from the application menu in the add-in application. (Select Start, Programs, Oracle BI Publisher Desktop, and then BI Publisher User Guide.)

Administrators can use the PUB Case Time Item integration object to create new time reports for cases. For information about creating and configuring new reports and about running reports, see Siebel Reports Guide.

This task is a step in Process of Managing Case Time.

To run a time report for cases

1. Navigate to the Time Reporting screen, then the Bulk Case Time Entry view.
2. (Optional) Query for the data to include in the report.

   NOTE:  If you do not query for data, then all of the view data with a Status field of Active is included in the report. Although you can query all view fields to further restrict the data to include in the report, you obtain meaningful report data if you query the following view fields: Date, Start Date, End Date, Case, Staff, and Type.

3. Click Reports in the toolbar.

   The Run Report pane appears.

4. In the Run Report pane, complete the appropriate fields.

   Some fields are described in the following table.

   Field	Description
   Report Name	Select an available report. The available reports apply to the screen and view to which you navigate.
   Custom Name	Type a custom name for the report if you want to name the report a different name from the value in the Report Name field.
   Output Type	Select the output type for the report.
   Report Locale	Select the locale for the report.

5. Click Submit.

   The designated report runs.

6. Click My Reports to navigate to the Reports view of the BI Publisher Reports screen.

   A record for the run report appears in the Reports view.

7. Drill down on the Report Name field in the Reports view to display the report in a new window.

   You can print the report by using the print feature for the application in which it appears.