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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. For more information about running a report, see Running Reports.

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 in a view (left). It remains open while you navigate through the client.

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

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.