Running Reports

You run reports in views in your clients (Web client, Mobile Web client, and Developer Web client). While in a view, you can perform a query, and then select the report you want to run. For more information, see Information Query.

You can monitor long-running reports, view previously run reports, and delete reports. For more information about the Reports user interface, see Siebel Reports Guide.

Note: Reports functionality is an optional application extension.

To run a report

  1. Navigate to the screen and view that contains the information for which you want to run a report.

  2. (Optional) Limit report data by running a query.

  3. Click the Reports button on the application taskbar.

    The Run Report pane appears.

  4. In the Run Report pane, complete the following fields as required.

    This table describes some of the fields in the Run Report pane.

    Field

    Description

    Report Name

    Select an available report. The available reports apply to the screen and view to which you navigate.

    Custom Name

    Type a custom name for the report to name the report a different name from the value in the Report Name field.

    Output Type

    Select the output type for the report.

    Report Locale

    Select the locale for the report.

  5. Click Submit.

    The designated report runs.

  6. Click My Reports to navigate to the Reports view of the BI Publisher Reports screen.

    A record for the run report appears in the Reports view.

  7. Drill down on the Report Name field in the Reports view to display the report in a new window.

    You can print the report by using the print feature for the application in which it appears.