Understanding Interactive Reports

Interactive reports are a high-level implementation of the Analytic Calculation Environment (ACE). Interactive reports do not require an analytic logic server or a separate database to store data. These reports are dynamic, interactive analytic reports that enable you to view and organize data in a wide variety of ways for analysis of forecast activity.

Looking at reports from different perspectives affords an opportunity to gather valuable information about your business. You can save interactive reports, export them to Microsoft Excel for further analysis, and print them.

You run interactive reports for PeopleSoft Sales by using the Forecast component. They are in-context views that are driven directly from the particular forecast ID. These reports are multidimensional, displaying operational data such as revenue by region and sales representative. You can rearrange data elements on a report, filter the data in various ways, and use different dimensions to view data. You can also compare forecasts for the same time period. The changes that you make to the online report do not affect the PeopleSoft Customer Relationship Management database where the data is stored.

Interactive reports run in separate windows. User roles and access profiles control access to forecasts and, consequently, to interactive PeopleSoft Sales reports.

PeopleSoft Sales provides two types of interactive reports:

• Forecast summary reports, which enable you to view previously created forecasts organized by sales representative, territory, region, and business unit.

• Forecast comparison reports, which enable you to select and compare any two forecasts for the same time period, showing the variance and revenue line items that were added or omitted in the forecasts.