Process of Creating Custom Reports

The process to create a custom report involves these tasks:

Tasks Required to Create Custom Reports

These tasks are required when you create custom reports:

1. Create XML data in the Sample Data File Generation view in the Siebel application.
2. Create a new or modify an existing report template. For more information, see Registering Report Templates.
3. Register layout templates. For more information, see Associating Report Templates with Views.
4. Associate the report template with Siebel views. For more information, see Associating Report Templates with Views.
5. Change the report sequence order in the View Association view in the Siebel application.

Optional Tasks to Create Custom Reports

You can also do these optional tasks to meet your business needs:

• Create a new integration object. You's do this if an appropriate integration object doesn’t exist, or to extend existing integration objects in Siebel Tools. For more information, see Creating Report Templates.
• Add multiple integration objects to a report.
• Share report layout templates. For more information, see Sharing Report Templates.
• Define report layout templates for selected records.