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Reporting & Analytics for Sales
Discussion List
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Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
Tracking User Role Assignments in Oracle Fusion: Standard Reports and Audit Log CapabilitiesSummary: In Oracle Fusion Applications (not limited to Sales Cloud), is there a standard way or report available to retrieve a list of all users along with their assigne… -
User Access Report (v2) API has only POST command available currentlySummary: One of our clients has requested the GET command for the user access report. Could you please let us know the expected timeline for its availability? Content (p… -
BIのサブジェクトエリアSales CRM LeadResourceでリードの所有者を取得したいBIのサブジェクトエリアSales CRM LeadResourceで分析を作成しています。 リードのチームメンバーと所有者を取得したいのですが、所有者が上手く取得できません。 方法を教えてくだ… -
Contact Report PromptsSummary: Criteria When a user launches the Contact Report the default Contact Owner should be based on the user's role (AM see their contacts) When the Regional Manager …
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How can we disable the option "Export to Excel" and Export to CSV" on the Express reports page?We would like to disable the action to "Export to Excel" and Export to CSV" from this Express reports page. We have checked in Visual Builder studio and also roles and a…
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How to retrieve full update history for a specific Opportunity via OTBIThe business requirement is to retrieve all records/updates (audit history) related to a specific Opportunity in Oracle Sales Cloud, using OTBI. Required fields to be re…
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BICC Manage Jobs to DatabricksSummary: Since we will be using managed jobs, and scheduling each job in Databricks by its job ID to invoke, upload, or export files from UCM, should we anticipate any i…
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Looking for a way to limit/disable the use of the refresh button on the BIPublisher rep executionMy client has a report that runs based on a date range. However, after running the report, when they immediately click the Refresh button, it triggers the data extractio…
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BICC Reset to Full Extract FunctionalitySummary: If we perform a Reset to Full Extract, does this mean our incremental data replication job will perform a full data load by default when we reset to a full extr…
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Marketing - CRM B2B Customers Subject AreaSummary: Marketing - CRM B2B Customers Subject Area Content (please ensure you mask any confidential information): Hi Team, I am looking for details on "Marketing - CRM …
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Hero Templates & 25B Roadmap – Setup Guide for Sales DashboardsHi @Piyush Jain I saw mention of Hero Templates being enabled as part of the 25B update, specifically in relation to the Sales Dashboard. Could someone from the Oracle t…
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25B Sales Dashboards ConfigurationSummary: We went through one of your demos in below link for 25B. We want to create a dashboard like this, but we are unsure where to start. After enabling hero template…
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Is there a functionality called 'Active Primary Key' that retrieves a list of primary keys in a PVO?Summary: Is there a functionality called 'Active Primary Key' that retrieves a list of all primary keys in a PVO? we will be using this for performing soft deletes in ou…
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"Redwood Reports Showing Partial Quota Data – Need Full Quarterly & Annual View"We have uploaded the Quota data for all four quarters in Redwood. However, when we try to fetch the reports, we are only able to access the data for the current quarter …
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Not able to add Metric card to sales dashboardSummary: While personalizing the Redwood Sales Dashboard, there is option to add KPI metric card when trying to add the metric the metric card is not getting added. Afte…
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Is there a button we need to enable for Custom View ObjectsSummary: Can we confirm if there is a button or something we need to enable for Custom View Objects to be automatically added on the BICC Data Store list? Content (pleas…
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Unable to Use Dynamic URL with EL Bindings in Action and Links (Application Composer)We are trying to implement a dynamic BI Publisher report URL in a Sales Opportunity page. The goal is to pass parameters dynamically using EL expressions (e.g., #{bindin…
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I have created an OTBI report in which customer name is promptSummary: I have created an OTBI report in which customer name is prompt but the LOV contains all the parties instead of customer only How to restrict that LOV? Content (…
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User Login ReportHi, we have received a request from the customer who needs a report listing all users who have not accessed Oracle Fusion for more than one month. We have written the fo…
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Searching on HZ_ORGANIZATION_PROFILES_Hi all we need to create a report, to run weekly, that searches for Accounts/Organizations on which a specific field changed in the last week. Any idea how to avoid a FU…
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BIP delivery destination to MS Sharepoint or OneDriveSummary: Hi, If I need to deliver the report directly to MS Sharepoint or OneDrive, what delivery channel should I use? For example, HTTP, WebDAV? Thanks, Adam Content (… -
We are unable to restrict the Users Bi report access for Fixed AssetsSo the requirement we are looking at is to extract the FA_books related information on base of Security roles for an user at BU or org . We are unable to restrict the Us…
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August 6th webinar: Build Exceptional AI-Driven Customer ExperiencesCX expectations are higher than ever, with 24/7, first-time resolutions now the baseline. But with digital engagement outpacing human capacity, how can you keep up? Orac…
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How to check if there is a scheduled refresh on PVO in BICC?Summary: We need to check if there is a scheduled job that runs for a PVO to Full Refresh. Content (please ensure you mask any confidential information): Version (includ…
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How to enable Support Incremental Checkbox on a PVO on BICCSummary: How to enable Support Incremental Checkbox on a PVO on BICC? We currently do not have the option to enable this. Content (please ensure you mask any confidentia…
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Redwood Sales Dashboard - Default Metric Cards and Section LayoutsIs there a way to change which Tab/Metric Card opens by default when the Sales Dashboard is accessed? Mine defaults to "My To Dos" even if it isn't the first Metric Card…
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Customer wants to have email and in-app notifications for Sales reports to be sent to team membersCustomer wants to have email and in-app notifications for Sales reports to be sent to team members. How can this be achieved?
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Query for Account Profile DataNeed support to get the information in the screenshoot… CRM Account Profile. thanks
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Email option in DashboardsHi All, We have developed couple of dashboards and we have scenario to share it across with some users through emails on demand. We are trying to look for enabling the '…
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R13.x CX BI Cloud Adapter BI View Object to Database Lineage Mapping SpreadsheetSummary This posting includes R13 CX BI Cloud Adapter BI view object to database lineage mapping. Content This spreadsheet is published by Oracle BI Cloud Adapter Develo…