Finishing Your Analysis
Finish your analysis and save it.
To finish your analysis (includes saving your custom report)
- Above the title bar, click the Finish button.
- Select the folder where you want to save the report.
TIP: Save the report as a private one first using My Folders. After checking the setup, you can save it to public Shared Folders if you want to allow others to use it, and then delete it from My Folder. Reports saved in Shared Folders are accessed from the Shared Custom Analyses link within the Custom Reports and Analyses section on the Reports Homepage, and are visible to all employees who have access to the folder where you saved the report.
- Enter a name for your report.
TIP: Use a consistent naming convention that all users will recognize. Also, avoid using extra blank spaces or symbols, such as apostrophes, when naming reports.
- Enter a short description of the report. The information you enter for both the name and description appears on the employees' Reports Homepage exactly as you enter it.
TIP: Use the description to let users know if the report contains historical or real-time data.
- Click OK. This will save the report, close the Build and View Analysis window, and navigate you back to the Getting Started With Answers page.
Your custom report is saved and appears in the folder you specified. It can be accessed later within Siebel CRM On Demand Answers by using the Open Analysis button.
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