Reporting and Analytics
Discussion List
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List of Duty and Data Roles for Fusion CXSummary: Hi All, need to raise an access request to Fusion CX, so we have unrestricted data access. Can anyone please share the complete list of Data and Duty roles for …Amrita Gupta-Oracle 51 views 3 comments 0 points Most recent by PavithraKS-Oracle Reporting & Analytics for Sales -
How to build an Analysis using Subject Area with Subscription Product Associated Asset fields?Hello! I was not able to find a Subject Area that brought Associated Assets fields. I also tried to create a custom Subject Area to have those fields, but the only child…Bruno Matheus 61 views 1 comment 0 points Most recent by Alexandra Rabaea-Support-Oracle Subscription Management -
How do we obtain a report of the notes associated with a lead?Summary: We need to obtain a report to obtain the relationship of leads with the notes that have been created. Content (required): We tried to build this report across s…SERGIO BARRETO 61 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
How to remove or hide print option in reports and dashboards for certain users?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Certain users should not have permission to print reports and dash…Deborah Bourgeois-Support-Oracle 53 views 3 comments 0 points Most recent by Deborah Bourgeois-Support-Oracle Reporting & Analytics for Sales
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Subject Area - How to add the attachments field in a reportSummary: How to add the attchament field in a report made through the subject area "Sales - CRM pipeline" Content (required): We want to add the attachment field in a re…SERGIO BARRETO 234 views 2 comments 0 points Most recent by SERGIO BARRETO Reporting & Analytics for Sales
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How to fetch a list of users linked to Account/Account sitesSummary: How to fetch a list of users linked to Account/Account sites. Content (required): How to fetch a list of users linked to Account/Account sites. The ask is to fe…Neelesh Varma 41 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to send HTML content email using OTBI agentSummary: Not able to send an email which include html tags and image contents to be scheduled and sent over agents in OTBI Content (required): Version (include the versi…Kostare 81 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
Using deep link with Workspace and being able to open a record from the tabI am doing a POC for a customer for the following requirement: I have a report showing Customer Name and Activities for that customer. I want to click on the account nam…Andres Munoz 61 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Why is my new custom field not showing in BI?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: I have created a new field 'NewField_c' in the 'Object_c' custom o…Ionel Spaloghe-Support-Oracle 71 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales -
Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? ThanksMohammed Rafi 71 views 3 comments 5 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
How to create a report to show opportunities for the logged in user territory hierarchy?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to create a report to show opportunities for the logged in use…Deborah Bourgeois-Support-Oracle 61 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to insert page breaks for report PDF print out?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How To: 1. Insert page break in the narrative between accounts 2. …Deborah Bourgeois-Support-Oracle 111 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to give user friendly names to Custom Subject Areas when using queries on Data Model?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to give user friendly names to Custom Subject Areas (CSA) to m…Deborah Bourgeois-Support-Oracle 71 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Select query not giving desired resultSummary: I'm using below query but it is not giving desired result Content (required): The use case is to fetch the Email ID and subscription number of the contact assoc…Neelesh Varma 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Trendline Function exampleWhat does the trendline function shows? Do you have an example of how it works? We have this formula: TRENDLINE("Pipeline Facts"."Opportunity Revenue", ("Time - Addition…Syed Misbauddin-Support-Oracle 11 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
ESS Job linked with Report giving errorSummary: ESS Job linked with Report giving error: "Report definition not found:My Folders/Drafts/TestRenewalReport.xdo" Content (required): ESS Job linked with Report gi…Neelesh Varma 33 views 2 comments 0 points Most recent by Swapnil Kashid Reporting & Analytics for Sales
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Fetch Subscription Contact Mail ID using reportSummary: Fetch Subscription Contact Mail ID using report Content (required): Need to figure out the set of queries required to fetch the email id of the contact which is…Neelesh Varma 71 views 2 comments 0 points Most recent by Alexandra Rabaea-Support-Oracle Subscription Management
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How to combine two rows of text data into a single column in OTBI?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: How to combine two rows of text data into a single colum…Priscila Terazawa - Support-Oracle 622 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
subject area for householdSummary subject area for householdContent Quick question - Is there any OOTB subject area for Household? Thanks, Adam -
Filter on blank and future datesSummary Create a filter using SQL expression to show just the null and future dated valuesContent Hello, I have a need to see only the null values and future dates. I'm …User_2025-01-22-20-09-02-352 44 views 2 comments 1 point Most recent by Jahnavi-Oracle Reporting & Analytics for Sales -
Is there a way to capture the details when the user views the data in sales objects?**This post was created as part of a How to Service Request (SR) Release: 22C Summary: If the user login to the system and accessed the sales object and does not perform…Dragos Deak-Support-Oracle 31 views 1 comment 0 points Most recent by Dragos Deak-Support-Oracle Reporting & Analytics for Sales
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How to Send an Email with report attachment?Question : How can an email notification be sent to the opportunity owner with all the opportunity details at the same time? **This post was created as part of a How to …Iulian Hanza-Support-Oracle 11 views 1 comment 0 points Most recent by Iulian Hanza-Support-Oracle Reporting & Analytics for Sales
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Subtab Analytics for BI report Parameter passed not generating correct report**This post was created as part of a How to Service Request (SR) Summary: Request is to have on custom entity Project show Account, Opportunity and Opportunity Team for …Dragos Deak-Support-Oracle 21 views 2 comments 0 points Most recent by Dragos Deak-Support-Oracle Reporting & Analytics for Sales
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Logic of "Opportunity"."# Days in Stage"**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Would like to know what id the logic of "Opportunity"."# Days in S…Dragos Deak-Support-Oracle 61 views 1 comment 0 points Most recent by Dragos Deak-Support-Oracle Reporting & Analytics for Sales
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Analytics: Infolets Limitation**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is there any limitation of indicators to add within the Infolets s…Ionel Spaloghe-Support-Oracle 41 views 4 comments 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
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Is it possible to create a cross subject area report using a CX Sales and Incentive Compensation SA?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is it possible to create a cross subject area report using a CX Sa…Priscila Terazawa - Support-Oracle 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to set the export option at the bottom of the reports/Analysis/Dashboard?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to make a single Export option at the top for all the reports …Ioana-Pacioianu-Support-Oracle 41 views 2 comments 0 points Most recent by Ioana-Pacioianu-Support-Oracle Reporting & Analytics for Sales -
Why I am not able to search the Favorites in the 'Reports and Analytics' ?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Not able to search the Favorites in the 'Reports and Analytics' se…Ioana-Pacioianu-Support-Oracle 41 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle Reporting & Analytics for Sales
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How to sync the change of username in UI with OTBI agents created by the old username?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer have changed the username and now all OTBI agents created…Ioana-Pacioianu-Support-Oracle 31 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle Reporting & Analytics for Sales
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Proposed/Calibrated Rating (Recent & Historical)Summary: Hello, Good day! I have a requirement which is to pull the proposed rating (recent and historical) in one report but different column for recent and other colum…Hazel De Castro 31 views 1 comment 0 points Most recent by Raghavan p-Oracle Reporting & Analytics for Sales