About Master-Detail Reports

A master-detail report is a type of report that displays a record that resides in a master business component and a list of the detail business component records that reference the master business component. The master business component possesses a one-to-many relationship with the detail business component. It is similar to a master-detail view in a Siebel application, in that Siebel CRM displays detail records for each master record. A master-detail view displays the detail records for one master record at a time, but a master-detail report displays detail records for all master records at the same time.

The following figure shows the Service Request Activity - All report in Siebel Service, which is an example of a master-detail report.

Example of a Master-Detail Service Request Activity (All) Report. This image is described in surrounding text.

In this example, the master-detail reports provide master information for each service request, and a list of activities for this service request. Each service request begins on its own page. For more information, see Viewing the Report Template of a Master-Detail Report.

A master-detail report can also include multiple detail elements where a list of detail records can display several business components for each master record. For example, the Account Service Profile report includes the following lists for each account master record:

  • Customer survey responses

  • Opportunities

  • Service requests

For a description of a report that includes two detail elements, see Creating a Master-Detail Report Template in Microsoft Word.

Many reports that come predefined with Siebel CRM are master-detail reports.