Siebel Reports Guide

What's New in This Release

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Overview of Siebel Reports

About Siebel Reports

Types of Users Who Use Siebel Reports

Scenario for Customizing Reports

How Users Run Reports

Output File Types That Siebel Reports Supports

How Siebel CRM Creates Reports

About Oracle BI Publisher Desktop

Integrating Oracle BI Publisher with Siebel Business Applications

Overview for Using This Book

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Siebel Reports Architecture

About the Siebel Reports Architecture

Overview of How Siebel CRM Runs Reports in Clients

How Siebel CRM Runs Reports in Connected Clients

How Siebel CRM Runs Reports in Disconnected Clients

How Siebel Reports Uses Integration Objects

Computer Languages That Siebel Reports Uses

About the Report Business Service

Directory Structure That Siebel Reports Uses

How Siebel CRM Controls Access to Reports

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Running Reports

Running Reports in Siebel CRM Clients

Setting User Preferences for Siebel Reports

Running Reports

Monitoring Report Status

Viewing Report Output

Deleting Reports

Scheduling Reports

Monitoring, Suspending, Viewing, and Deleting Scheduled Reports

Using Report Parameters to Filter Reports

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Administering Siebel Reports

Doing Typical Administrative Tasks

Disabling the Reports Button

Making Sure Siebel CRM Displays The Report Status

Making Sure Fonts Are Available for Reports

Enabling Report Notification in High Interactivity

Changing the Location of the Oracle BI Publisher Repository

Viewing Report Usage Statistics

Configuring Siebel CRM to Automatically Delete Reports

Optimizing the Performance of Siebel Reports

Setting the Waiting Period

Setting the Polling Interval

Setting Concurrency Parameters

Optimizing Reports That Include Thousands of Records

Administering Multilingual Reports

How Siebel CRM Runs Multilingual Reports

Creating Multilingual Reports

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Customizing Siebel CRM Reports

Process of Creating Custom Reports

Creating Report Templates

Registering Report Templates

Associating Report Templates with Views

Specifying the Siebel CRM Data That Report Templates Use

Modifying Integration Objects

Creating XML Files from Integration Objects

Reducing the Amount of Data That Integration Objects Transfer

Defining Optional Fields When Registering Report Templates

Allowing Users to Choose The Records That a Report Contains

Sharing Report Templates

Customizing Reports That Use Parameters

About Report Parameters

Adding Report Parameters to Report Templates

Report Parameter Types You Can Specify

Adding Scrollbars to the Parameters Section of the Run Report Pane

Guidelines for Defining Parameters in Report Templates

Customizing Other Options for Siebel Reports

Renaming Items in the Reports Menu in High Interactivity

Modifying the Sequence of Report Names in the Run Report Pane

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Customizing Master-Detail Reports

About Master-Detail Reports

Viewing the Report Template of a Master-Detail Report

Creating a Master-Detail Report Template in Microsoft Word

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Deploying Reports

Process of Deploying Reports

Preparing the Deployment Environment

Packaging the Report Files in the Development Environment

Deploying the Report Files to the Production Environment

Packaging Report Database Records in the Development Environment

Deploying Report Database Records to the Production Environment

Deploying Integration Objects to the Production Environment

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Troubleshooting Siebel Reports

Enabling and Disabling Logging for Siebel Reports

Enabling Logging for Siebel Reports in the Siebel Application

Enabling Logging and Debugging on the Oracle BI Publisher Server

Enabling and Disabling Debugging in Disconnected Clients

Fixing Class Not Found Errors

Fixing Class Not Found Errors When Previewing Reports in Microsoft Word

Troubleshooting Error Messages for Siebel Reports

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