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About Reports

Reports can be divided into two types:

  • Prebuilt reports. Standard reports that Siebel CRM On Demand provides with the application. They appear on the Reports Homepage, the Dashboard pages, and Homepages for various record types, such as Accounts and Opportunities.
  • Custom reports. Reports that users can create whose role includes the Manage Custom Reports privilege. Custom reports that are designated as Public are accessible to other employees, your company (through the Shared Custom Analyses link appearing on their Reports Homepage). Custom reports that are designated as Private are accessible only to the user who created the report (through the My Analyses link on the Reports Homepage).

About Visibility to Records in Reports

When users view a report, the report shows only data that they have access to.

If a user's role includes the Access All Data in Analytics privilege, the user can see all records for their company within Siebel CRM On Demand Answers, and the user can see all records in reports. This privilege is typically assigned to administrators and executives. It overrides any other Analytics visibility setting.

If a user's role does not include the Access All Data in Analytics privilege, the visibility to records in Siebel CRM On Demand Answers is based on the Analytics visibility settings selected in the Reporting Subject Areas and Historical Subject Areas fields in the User Security Information section of the User Detail page. The Analytics visibility setting is available at the company level and also for individual users. If the user setting is not defined, the company setting applies. There are three visibility options:

  • Manager Visibility - Allows users to see their own data, plus data directly owned by their subordinates.
  • Team Visibility - Allows users to see their own data, plus data shared with them by Account and Opportunity Team.
  • Full Visibility - Available only for the Historical Subject Areas field, this option combines Manager and Team Visibility.

About Books in Analytics

The Book feature provides further control over what users see in Analytics results.

Users can use the Look In selector to restrict the data to a single book hierarchy. The book structure only appears in the Look In selector when the user is in Full Visibility mode.

Once a user selects a book, all Analytics contents (All Reports, Dashboards, and Homepage embedded reports) are restricted to the hierarchy of the selected book.

About User Delegation in Analytics

The User delegation Analytics feature allows users to choose the view of data owned by every other user who has added them to their Delegated User list. You can select the delegator from the Look In selector. Even though you are selecting the view of data owned by a different user, your own visibility settings determine your view of the other user's data.

About Creating Custom Reports

You use the Siebel CRM On Demand Answers tool to create custom reports. A custom report can be private, accessible only to the person who created it, or shared, accessible to other users.

  • The Manage Custom Reports privilege allows users to create custom reports and publish them to company-wide shared folders in Siebel CRM On Demand Answers.
  • The Manage Personal Reports privilege allows users to create custom reports and save them in a personal folder, but not to publish them to company-wide shared folders that are accessible to other users.

NOTE: Managers with the appropriate privileges can add or edit fields and drop-down list options (picklist values) in Siebel CRM On Demand. If you cannot find the standard fields and values when setting up your reports, ask your managers for the new display names. For more information, see Application Customization.

About Refreshing Reports and Data Updating

In the main area of Siebel CRM On Demand Answers, reports are grouped under these categories:

  • Analytics. (Previously referred to as In-Depth Analysis or Historical Analysis.) These reports generally have to do with historical or trend analyses, or contain more complex calculations than those found in real-time reports. These reports do not have a Refresh link. For these reports, the system displays the date and time of the last update at the bottom of the page.

    If this is the first time you sign in, the historical analyses will not show data during the first 24-hour period.

  • Reporting. (Previously referred to as Real-Time Analysis) These reports provide real-time analysis. For these reports, the system displays a Refresh link directly underneath them. Click the Refresh link to view the most current, live information. The system then bypasses the cached information and regenerates the information in the report.

Related Topics

About Dashboards


Published May 2008