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About Master-Detail Reports

A master-detail report is a type of report that displays a record that resides in a master business component and a list of the detail business component records that reference the master business component. The master business component possesses a one-to-many relationship with the detail business component. It is similar to a master-detail view in a Siebel application, in that Siebel CRM displays detail records for each master record. A master-detail view displays the detail records for one master record at a time, but a master-detail report displays detail records for all master records at the same time.

Figure 8 includes the Service Request Activity - All report in Siebel Service, which is an example of a master-detail report.

Figure 8. Example of a Master-Detail Service Request Activity (All) Report

In this example, the master-detail reports provide master information for each service request, and a list of activities for this service request. Each service request begins on its own page. For more information, see Viewing the Report Template of a Master-Detail Report.

A master-detail report can also include multiple detail elements where a list of detail records can display several business components for each master record. For example, the Account Service Profile report includes the following lists for each account master record:

  • Customer survey responses
  • Opportunities
  • Service requests

For a description of a report that includes two detail elements, see Creating a Master-Detail Report Template in Microsoft Word.

Many reports that come predefined with Siebel CRM are master-detail reports.

How Siebel CRM Handles Multivalue Fields

The business object that the integration object references specifies how the master-detail report incorporates a parent business component and child and grandchild business components. When Siebel CRM runs a report, it captures the user interface context, and then sends it to the primary integration component of the integration object. If a report includes a multivalue field (MVF), then Siebel CRM displays only the first record. To display all the records from a a multivalue field, you must create an integration object that references the business component that contains the multivalue field that Siebel CRM must display. For more information, see How Siebel Reports Uses Integration Objects.

Siebel CRM also uses this configuration for an indirect multivalue field. For example, consider the case where the business address of an account is associated with an opportunity that Siebel CRM displays in the report. The business addresses in the multivalue field are not directly related to the opportunity, but they are related to the account that it is associated with this opportunity. To display all the records in the business address multivalue field as a detail section, you must do the following work:

  1. Create a link between the Business Address business component and the Opportunity business component using Account Id as the source field.
  2. Include the Business Address business component under the Opportunity business object
  3. Create an integration object with the Business Address business component under the integration object, and include the required multivalue field.

For more information about multivalue fields, see Configuring Siebel Business Applications.

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