Views You Use to Register Report Templates

The Administration - BI Publisher Reports screen includes the following views that you use to modify and register a report template:

• Reports - Custom Templates. Lists custom report templates that Siebel CRM filters according to Position. If you can view the My Templates list in the Reports - Custom Templates view, then you can create your own custom report template. Only you can view or run a custom report template that you create. You can share a report template with another user if this user can access the view that you associate with this report in the Siebel client. The All Templates Across Organizations list allows a manager or administrator to view the report templates that a subordinate creates.

• Reports - Standard Templates. Lists predefined and custom report templates that are available across all organizations, but not according to Position. To prevent a user from creating a report template and then running it, you can disallow access to the views that the template references. For example, you can limit access to the Reports - Standard Templates view to only administrators. For more information, see How Siebel Controls Access to Reports.

  Caution: It is strongly recommended that you limit access to standard templates only to administrators and developers. If you do not do this, then a user might mistakenly modify a report template that all users can access. You can use Siebel responsibilities to limit access to this view, and you can assign the XMLP_DEVELOPER responsibility only to users who must access custom templates.