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About Reports and DashboardsReports can be divided into two types:
About Visibility to Records in ReportsWhen users view a report, the report shows only data that they have access to. If a user's role includes the Access All Data in Analytics privilege, the user can see all records for their company within Siebel CRM On Demand Answers, and the user can see all records in reports. This privilege is typically assigned to administrators and executives. It overrides any other Analytics visibility setting. If a user's role does not include the Access All Data in Analytics privilege, the visibility to records in Siebel CRM On Demand Answers is based on the Analytics visibility settings selected in the Reporting Subject Areas and Historical Subject Areas fields in the User Security Information section of the User Detail page. The Analytics visibility setting is available at the company level and also for individual users. If the user setting is not defined, the company setting applies. There are three visibility options:
About Books in AnalyticsThe Book feature provides further control over what users see in Analytics results. Users can use the Look In selector to restrict the data to a single book hierarchy. The book structure only appears in the Look In selector when the user is in Full Visibility mode. Once a user selects a book, all Analytics contents (All Reports, Dashboards, and Homepage embedded reports) are restricted to the hierarchy of the selected book. About User Delegation in AnalyticsThe User delegation Analytics feature allows users to choose the view of data owned by every other user who has added them to their Delegated User list. You can select the delegator from the Look In selector. Even though you are selecting the view of data owned by a different user, your own visibility settings determine your view of the other user's data. About Creating Custom ReportsYou use the Siebel CRM On Demand Answers tool to create custom reports. A custom report can be private, accessible only to the person who created it, or shared, accessible to other users.
NOTE: Managers with the appropriate privileges can add or edit fields and drop-down list options (picklist values) in Siebel CRM On Demand. If you cannot find the standard fields and values when setting up your reports, ask your managers for the new display names. For more information, see Application Customization. About Refreshing Reports and Data UpdatingIn the main area of Siebel CRM On Demand Answers, reports are grouped under these categories:
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Published 05/11/2007 |