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 Microsoft 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.
Importing Your Downloaded Report
Within Excel, choose File then Open to import your downloaded report. If the data appears in a single column, select that column and choose Data then Text to Columns. In some versions of Excel, you can also double-click the downloaded file icon in Windows Explorer to import your downloaded report. For more information about compatibility with your version of Excel, contact your internal IT support team.
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