Understanding Interactive ReportsThis chapter provides an overview of interactive reports and discusses how to launch and work with forecast interactive reports.
Understanding Interactive ReportsPeopleSoft interactive reports are a high-level implementation of PeopleTools Business Analysis Modeler (BAM). Interactive reports do not require an analytic logic server or a separate database to store data. Interactive reports are dynamic, interactive analytic reports. You can move data elements around on a report and use different dimensions to get visibility of your data.
Interactive reports for PeopleSoft Sales are launched from the Forecast component and are “in context” views driven directly from the forecast ID being examined. These reports are multidimensional, displaying operational data such as revenue by region and sales representative. There is also a comparison of forecasts for the same time period.
When you launch an interactive report, predefined queries capture forecast data and display it for your analysis with flexible groupings and subtotals. The queries are predefined and activate when you click the interactive report launch buttons.
You can save interactive reports, export them to Microsoft Excel, or print them. While interactive reports are interactive, the communication between interactive reports and your sales database is one-way. The changes that you make to a interactive report do not affect data in your database. Interactive reports launch in separate windows. User roles and access profiles control access to forecasts and thereby to interactive reports in PeopleSoft Sales.
Note. You must have Internet Explorer 5.1 or higher to access interactive reports and BAM reports.
See Also
Launching and Working with Forecast Interactive Reports
This section discusses launching and working with interactive reports for PeopleSoft Sales.
PeopleSoft Sales delivers two interactive reports:
Forecast Summary reports, which enable you to display any previously created forecast, organized by Sales Rep, Territory, Region, and Business Unit.
Forecast Comparison reports, which enable you to select and compare any two forecasts for the same time period, showing the variance and revenue line items that have fallen out or been added to the forecasts.
Pages Used to Launch and Work with Forecast Interactive Reports
|
Page Name |
Object Name |
Navigation |
Usage |
|
RSF_FCAST_SAI |
Sales, Search Forecasts Select a forecast and then Interactive Reports as the Forecast View. |
Generate an interactive report summary of a revenue forecast or compare the current forecast to a previous forecast for the same time frame. |
Launching Forecast Interactive Reports
Access the Forecast page.
Select Interactive Reports as the Forecast View.
Note. You can only use interactive reports if your user's functional options has CORE_RSF_FCAST_SIMPLE set for full functionality.
See Setting Up Functional Options.
Working with the Sales Forecast Summary Interactive ReportClick the Launch Interactive Report button from the Forecast Summary portion of the Forecast Analytics section of the Forecast page.
Use these dimensions to rearrange the forecast data and analyze it from different perspectives:
|
Report |
Select the source of revenue to report. Values are:
|
|
Industry, Product Group and Territory |
The choices available for each of these are based on the industries, product groups, and territories associated with opportunities in the forecast being examined. |
|
Model Stage |
Select the stage in the sales process for which you want to view data. |
Working with the Sales Forecast Comparison Summary Interactive ReportClick the Launch Interactive Report button from the Forecast Comparison portion of the Forecast Analytics section of the Forecast page.
This summary provides a comparison between the current forecast for this time frame and another, earlier, forecast for the same time frame.
Use these dimensions to rearrange the forecast comparison and analyze it from different perspectives:
|
Product Group |
Select from product groups associated with the opportunities in the forecast being examined. |
|
Territory |
Select from the territories associated with the forecast being examined. |
|
Show |
Select the data to show in the comparison. Values are:
|