Sales Manager Runs the Modified Report

The business user finalizes the custom report, and then registers it with the Opportunity view so that the sales manager can choose it in the Run Report pane. The manager runs the report, and then Siebel CRM displays it in a browser window. The manager can save this report. If the report requires time to finish running, then Siebel CRM displays a message that instructs the manager to access the report from the My Reports view after the report finishes running. The manager can also use this view to monitor the status of the report while it runs. For more information about the My Reports view, see Running Reports.