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About the Report Business Service


You can use the Report Business Service to run, share, or print a report automatically without requiring a user interaction. It allows Siebel CRM to run a report from a workflow process or in reply to a script that you write. You can create a workflow process that includes a business service step, and this step can reference a method of the Report Business Service. For example, you can create a workflow process that automatically does the following:

  • Runs a report according to a specific query
  • Saves a report in a specific format
  • Sends a report to a customer in an email message

For more information about creating a workflow process, see Siebel Business Process Framework: Workflow Guide.

For more information about the Report Business Service and using business services with Siebel Reports, see the following documents on My Oracle Support:

  • 1425724.1 (Article ID), Siebel BI Publisher Reports Business Service Methods
  • 823360.1 (Article ID), Siebel BI Publisher Reports Business Service Methods
  • 1362460.1 (Article ID), Using Oracle BI Publisher for Siebel Proposals

Guidelines for Modifying the Report Business Service

If you must modify the Report Business Service, then it is recommended that you use the following guidelines:

  • Make sure you possess detailed knowledge and skills for the following items:
    • Using Siebel Tools
    • Using the Siebel Business Process Designer
    • Using the Oracle BI Publisher Server
    • Modifying a business service
    • Scripting
  • Make sure Siebel BI Publisher is integrated. This integration allows Siebel CRM to use the business service methods of the Report Business Service.
  • If you use the Report Business Service to upgrade from a prior release, then make sure you do the following work:
    • Make sure the following workflow processes are active:
      • BIP Report Generation
      • BIP Create Report Output
    • You can use the language code as an optional input argument in the XMLP Driver Service business service.

Report Business Service Methods

Table 6 describes the methods that you can use with the XMLP Driver Service of the Report Business Service.

Table 6. Methods That You Can Use with the Report Business Service
Method
Description

GenerateBIPReport

Runs a report in a connected client. This is the final method that you must use to run a report. It creates Siebel binary data, and then sends this data to BI Publisher server. It calls the RunBIPReport method to run the report.

GenerateReport

Runs a report in a disconnected client. This is the final method that you must use to run a report. It creates Siebel binary data, and then sends this data to BI Publisher server. It calls the RunBIPReport method to run the report.

EMailReport

Submits a scheduled report, and then emails this report when the report finishes. You must make sure you configure the email server that your deployment uses so that it uses the BI Publisher server to deliver the email message.

FTPReport

Submits a scheduled report, and then uses FTP to send this report when the report finishes. You must make sure you configure the FTP server that your deployment uses so that it uses the BI Publisher server to send the FTP.

FaxReport

Submits a scheduled report, and then faxes this report when the report finishes. You must configure the BI Publisher server so that it sends this fax to the fax computer.

LocalDeliveryReport

Saves a report in the BI Publisher repository that resides on the BI Publisher file server.

PrintReport

Submits a scheduled report, and then prints this report when the report finishes. You must make sure you configure the BI Publisher server to use this printer.

ScheduleReport

Schedules a report.

WEBDAVReport

Submits a scheduled report, and then sends this report to the domain according to the WEBDav that you configure on the BI Publisher server.

AttachEntity

Sends input arguments to the Reports Business Service that determines how to do one of the following:

  • Store the report in the Report Output business component
  • Attach the report to an Attachment business component.

The AttachEntity method is part of the GenerateBIPReport method.

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