Reports
Siebel CRM On Demand displays reports on several pages in the application:
- Reports Homepage. The Reports Homepage shows the full catalog of available reports. It provides a good starting point for running, printing, and saving reports. If your role includes the Manage Custom Reports privilege, you can also create custom reports from this page and make them available to the employees at your company.
- Dashboard. The Dashboard Homepage shows a subset of all available reports grouped into business areas, each with a separate page for easy viewing and analysis of your data.
- Homepages. Several Homepages, such as the Account and Opportunity Homepages, show reports that are specific to that record type.
- CRM On Demand widgets. You can use CRM On Demand widgets to embed CRM On Demand reports in other applications. For more information about CRM On Demand widgets, see About On Demand Widgets.
The reports provided by Siebel CRM On Demand initially cannot be edited or deleted, even by users with the Manage Custom Reports privilege. However, those reports can be opened, edited, and saved under different names.
NOTE: Changes made to your Default Language, Currency, Time Zone, and Country fields on the Personal Profile pages are not reflected in all reports and analytics until you sign out and in again. Also, depending on your company's default language, you may see certain items in reports in a language other than your personal default.
If your company has more than one active currency, your company administrator must set up exchange rates for each currency and wait for the nightly analytics refresh to run before the reports and dashboards will accurately reflect all currencies.
Note for first-time users: Some reports are updated nightly, so you might not see data in reports for the first 24-hour period after signing in. For example, the Sales Effectiveness Reports will not show data until after that initial period.
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