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
- Click the Reports tab.
- On the Reports Homepage, select the report.
- Scroll to the bottom of the report, click the Download link, and select one of the following options from the drop-down list:
- Follow the onscreen instructions to download the report.
- 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
- Click the Reports tab.
- On the Public Analyses title bar, click the Create New Analysis button.
- From the Open Existing Analysis section, click Open Analysis.
- In the Open Analysis dialog box, locate and select the analysis you want to download and then click OK.
- In the title bar, click the Preview Analysis button.
- 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)
- Follow the onscreen instructions to download the report.
- Click the Close button in the upper right hand corner to return to the Siebel CRM On Demand Answers page.
- Click the Close button on the Siebel CRM On Demand Answers page to return to the Reports Homepage.
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