BIP: How to Generate a Report in Siebel 8.1.1.10

This post is to illustrate the process of generating a report in Siebel 8.1.1.10 HI mode. This example is to describe how a sales representative can pull a report of contacts who live in Chicago when he is preparing a trip to this city.

1. Log in to Siebel Web client.

2. Navigate to the Contact screen, and then My Contact List View

3. Identify the records to be captured in the report. Click on the Query button and enter the search criteria 'Chicago' in the City field. Click Go bottom.

The query result shows only the contacts in Chicago.

 4. In the application toolbar, click the Reports button.

5. In the Run Report pane, in the Report Name list, choose Contact List. Depending on the current view, the reports shown in the Report Name List will be different.

6. In the Output Type pop-up applet, select the Report Output Type as HTML or your desired Output Type, key in the Custom Name as 'Chicago Contact List' or whatever you want to put in, keep the Report Local unchanged, and click Submit button.

7. The application will go back to the My Contact List view, same as before you run the report, with only a notification on the application tool bar beside the Reports icon, when the report is completed.

8. To access to the completed report, you can do one of the following,
8a. Click the Reports icon in the application tool bar, select My Competed Reports, click on Chicago Contact List.

 In the File Download popup, click Open button.

8b. Or, click the Reports icon in the application tool bar, select My BI Publisher Reports

The application will bring you to the BI Publisher Report screen, and My Reports view (This can also be achieved by Site Map-> BI Publisher Reports-> My Reports). Click the drill down of "Chicago Contact List" in the Report Name column.

 In the File Download popup, click Open button.

9. Reviw the Report.

OPEN ISSUE 1: In the generated report, some contacts have empty address information. Use contact Paul Smith as example, in the report, the City is empty, while in the UI, the City is Chicago. Will find out the reason later.

OPEN ISSUE 2: When using CTRL  key to select multiple contacts to generate a report, the generated report doesn't capture only those selected contacts. This is because the report template is set to allow users to choose the records that a report contains yet. Will address it later.



More reading:
Running Reports in Siebel Report Guide 8.1