Using Siebel PRM Reports

Siebel PRM lets your employees and partner employees run and distribute reports in batch or interactive mode. Users can schedule reports so they run periodically at a specified time, or can run long reports at off-peak times.

Siebel Business Applications' prebuilt reports include Smart Reports, which incorporate recommended practices from sales and call center applications, and Parameterized Reports, which let the user customize the report at runtime.

To optimize performance, report output is generated in DHTML format and sent to the browser one page at a time.

There are a wide variety of reports available that Siebel PRM shares with other Siebel Business Applications. The following reports are specific to Siebel PRM:

• Partner Profile. This report gives the full partner profile for the current or selected partner record. It is available in the Siebel PRM Manager's partner list views (My Partners, My Team's Partners, and so on).

• Partner Report Card. This is a full report of how the partner has met its CHAMP objectives, including lists of objectives for each plan in which the partner participates and charts of the partner's targets and actuals. It is available in the Siebel PRM Manager's partner list views (My Partners, My Team's Partners, and so on), CHAMP Plan view.

• Marketing Funds Detail. This is a report that lists the funds and gives details on each fund, including the fund type, the current balance, totals for debits and credits, and a list of transactions. It is available in the Siebel PRM Manager's Fund Design view.

• Fund Request Summary. This report lists market development funds and summarizes the fund requests for each one, including request details such as amount requested, amount approved, approver, and status. It is available in the Siebel Partner Manager's Fund Request view and the Siebel PRM Portal's Fund Request view.

Use the following procedure to produce a report.

To produce a report 

1. Navigate to one of the screens where that report is available.

2. If necessary, perform a query to filter the data.

3. Click the Reports button.

4. In the Reports list, select the report that you want to run and click Run.