Using Interactive Reports

This chapter provides overviews of interactive reports and delivered system data for interactive report and discusses how to launch interactive reports.

Understanding Interactive Reports

This section discusses:

Interactive reports and the business analysis modeler (BAM).
Delivered report and query definitions
Delivered BAM server definitions

Interactive Reports and BAM

PeopleSoft Enterprise Customer Relationship Management (PeopleSoft Enterprise CRM) interactive reports are based on the PeopleSoft business analysis modeler tool that PeopleSoft delivers with PeopleSoft Enterprise CRM. The business analysis modeler contains several predefined models for use with interactive reports. You can also use the PeopleSoft business analysis modeler and other reporting tools such as Crystal Reports to create additional interactive reports or modify the ones that PeopleSoft delivers.

Use the interactive reports to view transactional data in multidimensional online reports. For example, a PeopleSoft Call Center business analysis modeler report might have two dimensions: customer and product. This enables users to display the number of cases in four ways—customer, product, customer within product, or product within customer.

Interactive reports can have more than two dimensions, which enable users to organize data in a variety of ways that serve various business purposes. Users drag and drop the available dimensions to reconfigure the smart view as they use it. In the call center example, a user might add month as a third dimension.

Users can filter interactive report data by selecting a single value for any dimension. For example, a user can limit a report so that only cases for one customer, organized by product and then by month, appear. This provides the user with an overview of the products that are giving the customer trouble and whether the number of cases that are reported against each product is decreasing over time.

The PeopleSoft BAM tool is a PeopleTools product. For information on installing and setting up interactive reports using BAM, see the references listed.

Delivered Report and Query Definitions

These are the interactive report definitions that PeopleSoft Enterprise CRM provides:

Report ID	Report Description	Application
CR_RA_WHATIF	Campaign Performance/ Forecast	Marketing
CR_RC_HD_SLM_DBOARD	Helpdesk SLM Analysis	Support
CR_RC_MGMT_DBOARD	Support Case Analytics	Support
CR_RF_SUP_SLM_DBOARD	Support SLM Analysis	Field Service
CR_RF_MGMT_DBOARD	FieldService Dashboard	Field Service
CR_RF_SO_AGE	Service Order Aging Analysis	Field Service
CR_RF_SO_AGE_CUST	Service Order Aging (Customer)	Field Service
CR_RF_UTILIZE_RATE	Utilization Rate Analysis	Field Service
CR_RF_UTILIZE_RATE_PG	Utilization Rate Analysis PG	Field Service
CR_RG_CHG_METRICS	Change Request Metrics	Help Desk
CR_RG_FWD_SCHD	Forward Schedule of Changes	Help Desk
CR_RO_ORD_METRICS	Enterprise Order Metrics	Order Capture
CR_RO_ORD_METRICS_BU	Order Metrics for Single BU	Order Capture
CR_RO_ORD_REVENUE	Enterprise Order Revenue	Order Capture
CR_RO_ORD_REVENUE_BU	Order Revenue for Single BU	Order Capture
CR_RS_FCAST_COMP	Sales Compare of Forecasts	Sales
CR_RS_FORECAST	Sales Activity Forecasts	Sales
CR_RT_LEAD_ACCEPT	Telemarketing Lead Acceptance	Telemarketing
CR_RT_LEAD_QUALITY	Telemarketing Lead Quality	Telemarketing
CR_RT_SALES_CONV_RATE	Telemarketing Sales Conv Rate	Telemarketing
CR_RT_SALES_EFFECT	Telemarketing Sales Quality	Telemarketing
CR_RY_DIALOG	Dialog Performance Report	Online Marketing
INSTALLATION_TEST	Installation Test	All products

Each report has an accompanying query definition that is similarly named to the report definition.

Servers

These are the BAM server definitions that PeopleSoft Enterprise CRM provides:

Server ID	Description
BAM_SERVER_CSA	BAM Server for Sales
BAM_SERVER_FS	BAM Server for FieldService
BAM_SERVER_HD	BAM Server for HelpDesk
BAM_SERVER_MKT	BAM Server for Marketing
BAM_SERVER_OCI	BAM Server for Orders & Quotes
BAM_SERVER_OMK	BAM Server for Dialog
BAM_SERVER_SU	BAM Server for Support
BAM_SERVER_TM	BAM Server for Telemarketing
SGOPALAK080801	SGOPALAK080801 Server

Launching Interactive Reports

Each PeopleSoft Enterprise CRM application that delivers an interactive report provides documentation for viewing that specific report.