Making Custom Reports Public
Before making a report available to all employees, verify its content and format by running a test and getting approval by the person who requested the report. The reviewer should check for the following:
- Report includes all necessary columns.
- Columns are sorted correctly.
- Filters are limiting the data correctly.
- Charts present the data in a useful way.
You can release the reports you created so that all employees at your company can use them. Those reports appear in the Public Analyses section on their Reports Homepage.
To make your report public
- On the Reports Homepage, click Design Analyses.
- From Siebel CRM On Demand Answers, select your report using the Open Analysis button.
- Click Save.
- Select either Shared Folders or any subfolder you want to save it to.
- Click OK to save the report.
This releases the report so that other employees at your company, who have visibility to the folder where you saved it, can access the report. Your private report in My Folders is still saved in case you want to run it or revise it for ad hoc analyses.
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