Reports

The Home screen can also contain different types of reports that users can use to check the progress of their business. The reports can be in the form of Microsoft Excel spreadsheets, bar charts, line graphs, speedometers, pie charts, and bubble charts.

The reports have the following interactive functionality:

• Reports are dynamically generated, and colored up and down arrows show when business is increasing or decreasing.

• Hyperlinks allow users to drill down on more detail, such as from a monthly view of the data to a weekly view.

• Action links lead users to the area of the application where an issue can be resolved. For instance, if forecasted sales are low for a particular month, an action link can take the user to the Promotions view with lists of promotions occurring that month. The user can then adjust the promotions.

• Pop-up boxes appear when the cursor pauses on graphical objects, giving the user details about data without needing to navigate to another view.

• Reports can be refined with drop-down boxes to filter returned records.

• Reports can be exported to Microsoft Excel, Microsoft Word, and Microsoft PowerPoint. The export process can be automated and the data refresh can be called from the third-party application.

• Report data can be sourced from multiple databases, such as Siebel OLAP, Siebel OLTP, Demantra, SAP, or EDW.

• Reports can be contextual, so the data that appears in the report can be in the context of the record which the user currently has highlighted.