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How Users Run Reports

To run a report, the user typically navigates to a view, runs a query, clicks the Report button in the application toolbar, and then chooses a report to run. The user can run the report immediately or schedule it to run at a later time. The user can monitor the report while it runs, view prior reports, or delete prior reports. The menu that Siebel CRM displays depends on which of the following clients you use:

• Siebel Open UI. Siebel CRM displays the Run Report pane.
• High interactivity. Siebel CRM displays the Reports menu.

The work you do to run a report varies slightly depending on the client you use. The functionality of the Reports menu is nearly identical to the functionality of the Run Report pane. This book describes how to run reports in Siebel Open UI. For brevity, this book uses the phrase Run Report pane, unless noted otherwise. For more information about running a report, see Running Reports.

Differences With Running Reports in Siebel Open UI Compared to High Interactivity

Table 2 describes some of the differences with running reports in high interactivity compared to running reports in Siebel Open UI.

Also, you can do the following work in Open UI but not in high interactivity:

• Use the Run Report pane to override the default settings for the file output type and locale.
• Click My Reports in the Run Report pane to view reports that have already run. Siebel CRM displays these reports in the My Reports view in the BI Publisher Reports screen.

For more information about using Siebel Reports in Siebel Open UI compared to high interactivity, see 1493786.1 (Article ID), Siebel Reports in Open UI, on My Oracle Support.

For information about using Siebel Open UI, see Siebel Fundamentals for Siebel Open UI. For information about using high interactivity, see Siebel System Administration Guide.

Run Report Pane in Siebel Open UI

Figure 1 includes the Run Report pane that Siebel Open UI displays in the client. It anchors this pane on the left side of a view. It remains open while you navigate through the client.

Figure 1. Run Report Pane in the Siebel Open UI Client

Reports Menu in High Interactivity

Figure 2 includes the Reports menu that high interactivity displays in the client. It displays this menu in a pop-up list. It hides this menu after you choose a menu item from the list.

Figure 2. Reports Menu in the High-Interactivity Client

How Siebel CRM Displays Reports According to the View

The reports that Siebel CRM displays in the Report Name list of the Run Report pane depends on the view that the client currently displays. For example, if the client currently displays:

• The Accounts List, then the Report Name list displays reports that you can run for accounts.
• The Opportunities List, then the Report Name list displays reports that you can run for opportunities.

The business user can specify these reports that Siebel CRM displays.