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Downloading Reports

You can download a report from the Reports Homepage or, if your role includes the Manage Custom Reports privilege, from Siebel CRM On Demand Answers.

To download a report from the Reports Homepage

  1. Click the Reports tab.
  2. On the Reports Homepage, select the report.
  3. Scroll to the bottom of the report, click the Download link, and select one of the following options from the drop-down list:
    • Download to Excel (for Excel 2002 or more recent)
    • Download to Excel 2000

      NOTE: Downloading charts to Excel 2000 is not supported; only data can be downloaded.

    • Download Data (.csv)
    • Download Data (.txt)
    • Download Web Page (MHTML)
  4. Follow the onscreen instructions to download the report.
  5. Click the Close button in the upper right hand corner to return to the Reports Homepage.

To download a report from within Siebel CRM On Demand Answers

  1. Click the Reports tab.
  2. On the Public Analyses title bar, click the Create New Analysis button.
  3. From the Open Existing Analysis section, click Open Analysis.
  4. In the Open Analysis dialog box, locate and select the analysis you want to download and then click OK.
  5. In the title bar, click the Preview Analysis button.
  6. Scroll to the bottom of the report, click the Download link, and select one of the following options from the drop-down list:
    • Download to Excel (for Excel 2002 or more recent)
    • Download to Excel (2000)
    • Download Data (.csv)
    • Download Data (.txt)
    • Download Web Page (MHTML)
  7. Follow the onscreen instructions to download the report.
  8. Click the Close button in the upper right hand corner to return to the Siebel CRM On Demand Answers page.
  9. Click the Close button on the Siebel CRM On Demand Answers page to return to the Reports Homepage.

Published 05/11/2007