After the previous post, now you know how BI Publisher is integrated within the Siebel architecture as the reporting platform. The next question would be, ‘how to run the BI Publisher reports in Siebel?’ and that is the question I’m going to address today. But it’s really a simple process to run the reports. Siebel application is all Web UI so you can login to Siebel application and navigate to a view (UI) where you want to generate a report for. Within a view you can click a ‘Reports’ icon which will show you a list of the reports accessible from the view.
Under ‘BIP’ section you can view a list of the reports that are associated with the current view. You can click one of the listed reports to run the report. Or you can select ‘My BI Publisher Reports’ to see a list of previously run reports, which are saved on the Siebel server.
Once you select one of the reports a dialog box will pop up where you can select the report output such as PDF, HTML, etc.
You can select one of the report output format type and it will generate a report in the specified format and display.
And here is a reporting work flow diagram.
Well, it’s that simple. But the key is that you can access to only the reports that have been associated with the view you are current at. So somebody has to set that up for you before you start running the reports. And that is something that I will talk about as part of the ‘Actuate to BI Publisher Reports Conversion’ topic, which will follow tomorrow, so stay tuned!