1. Reports Guide
  2. Specifying the Siebel Data That Report Templates Use

Specifying the Siebel Data That Report Templates Use

This topic describes how to add integration objects to report templates. It includes the following information:

You add an integration object to instruct Siebel CRM where to get the data that it displays in a report, such as data from a business component field. For more information, see How Siebel Reports Uses Integration Objects.

To specify the Siebel CRM data that report templates use

  1. Log in to the Siebel client with administrator privileges, and then navigate to the Administration - BIP Publisher Reports screen.

  2. Choose a report in the template list.

    For more information, see Views You Use to Register Report Templates.

  3. In the Integration Objects list, click New.

  4. Specify the integration object, using values from the following table.

    Field Description

    Primary

    Indicates that this integration object is the primary integration object. Siebel CRM sets the first integration object that you add as the primary integration object.

    Integration Object Name

    Choose the integration object that you must associate with the report template. Siebel CRM displays the predefined and custom integration objects that currently exist in the Siebel runtime repository. If no integration object exists that meets your requirements, then see Modifying Integration Objects.

    Note: When working with multiple repositories, select the Repository Name field in the Repository Integration Object business component and add it to the Integration Objects list. This facilitates integration of integration object association to a report template.

    Search Specification

    Enter a search specification that Siebel CRM uses to filter the data that this report displays. If you create a nonprimary integration object, then you must enter a value in the Search Specification field. For more information, see Specifying Search Specifications with Multiple Integration Objects.

  5. (Optional) Examine an example of the report output:

    1. Click Generate Sample XML.

    2. In the file download dialog box, choose Open to view the report.

      Siebel CRM displays an example of the report output. For example if you specify the BIP Account List integration object, and then click Generate Sample XML, then Siebel CRM displays a file download dialog box that allows you to open or save the BIP Account List.xml file.

      Siebel CRM creates one XML data file for multiple integration objects. To create XML for only one integration object, see Creating XML Files from Integration Objects.