Siebel: Creating Siebel Reports

Course Overview

The course is intended for the members of the Siebel implementation and administration teams who are responsible for developing, modifying, administering, and deploying reports in a Siebel installation.The course provides participants with the knowledge to modify existing reports, create a variety of new reports, and make the reports available to Siebel clients. Participants learn how to use the Actuate e.Report Designer Professional to accomplish these tasks. In addition, participants learn how to install and administer the Siebel Reports Server.

The course briefly covers the Actuate object model in order to show participants how report functionality can be customized using scripting.

The course uses the Siebel 7.7 platform but applies in general to all releases of Siebel 7. Differences in Siebel Reports Server functionality and procedures among the Siebel releases are noted in the Student Guide.

• Generate and view reports from Siebel applications
• Modify the datastream for a report
• Create a calculated column in a report
• Create a master-detail report with multiple child subreports
• Create libraries to hold custom components
• Install the Siebel Reports Server and Actuate e.Report Designer Pro

Audience

• Functional Implementer
• Technical Consultant

Skills Gained

• Explain how Siebel and Actuate applications interact to produce reports
• List common types of Siebel reports
• Explain the roles of slots, components, and libraries in Actuate report designs
• List the files involved in generating a report
• Identify the components that specify the Siebel data available in a report
• Group data in a list report based on a key field
• Include summary functions in a report
• Describe how to create master-detail reports with multiple hierarchies
• Explain how components are classes having properties and methods
• Override methods to customize component behavior
• Add parameters to Siebel reports
• Describe the reports-generation architecture, including the Siebel and Actuate Components involved
• Manage report scheduling and notification
• Synchronize Siebel users with the Siebel Reports Server
• Publish report executable (ROX) files to the Actuate Encyclopedia

Course Outline

• Exploring Siebel Reports
• Exploring Actuate e.Report Designer Professional
• Modifying the Look and Feel of a Siebel Report
• Modifying the Data Stream for a Siebel Report
• Creating New Reports (List, Grouped, and Master-Detail)
• Understanding the Actuate Object Model
• Installing and Administering the Reports Server