Understanding CRM Interactive Reports
PeopleSoft CRM interactive reports are dynamic and interactive analytic reports. Interactive reports enable you to view and organize data in a wide variety of ways, which provides a more intensive overview of your collaborative selling activity.
You can better manage your sales solution activities by using interactive reports for Order Capture.
In Order Capture interactive reports, you can move around data elements on a report and instantly view the report using different dimensions. You can filter interactive reports data by selecting a single value for any dimension. You can also limit the interactive report so that it displays orders or quotes for one customer only. Looking at reports from different angles and perspectives affords an opportunity to gather valuable information about your business.
Interactive reports can be saved, exported to Microsoft Excel, or printed as hard copies. While you can be interactive with interactive reports by moving around data elements (dimensions), the changes that you make on the reports do not affect the PeopleSoft CRM database where the data originated.
Order Capture Interactive Reports
CRM Order Capture delivers four interactive reports:
Order Revenue (for a single business unit).
Order Metrics (for a single business unit).
Enterprise Order Revenue (for all business units).
Enterprise Order Metrics (for all business units).
Enterprise reports can analyze data across the enterprise or by specific business unit. Regular reports are restricted to individual business units. Depending upon the role assigned, users have access to either the two enterprise interactive reports or the two regular interactive reports.
Note: If a user has access to the two enterprise interactive reports, then that user can view analytics for specific business units as well as the entire enterprise.
Access to interactive reports in Order Capture is determined by user role. It is therefore possible to restrict access to enterprise-wide interactive report information. Review the following table for a list of interactive reports that can be launched by each predefined Order Capture role:
|
Role |
Enterprise Order Revenue |
Enterprise Order Metrics |
Order Revenue for Single Business Unit |
Order Metrics for Single Business Unit |
|---|---|---|---|---|
|
OCADMIN |
No |
No |
Yes |
Yes |
|
OCMGR |
Yes |
Yes |
Yes |
Yes |
|
OCREP |
No |
No |
No |
No |