Reporting and Analytics
Discussion List
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Future Dated ActivitiesSummary Show me only the Opportunities that don't have a future dated activity addedContent Hello, I'm struggling to think through how to do this. Here is the business p…User_2025-01-22-20-09-02-352 34 views 1 comment 2 points Most recent by Rupak Chowdhury-Oracle Reporting & Analytics for Sales -
Create report with 2 data sourcesSummary report with 2 data sourcesContent Hi, We'd like to create a report with data from CX Sales database and data from Web Service. These two data sources will have a… -
Future Dated ActivitiesSummary Show Opportunities with Future Dated Activities tied to themContent Hello, Our Sales Leaders require our Seller's to have at least one future dated activity on e…User_2025-01-22-20-09-02-352 40 views 1 comment 1 point Most recent by FPAES Reporting & Analytics for Sales
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Customizing a Seeded BI Publisher U.S. 1099 Payments Report - Editing the Data Model - not workingSummary Unable to modify Seeded BI Publisher Data ModelsContent Hi Team, While we are trying to extend existing U.S. 1099 BI Publisher Data Model, unable to modify the S…User_2025-02-05-04-28-23-645 75 views 1 comment 2 points Most recent by Sudha KOVURU Reporting & Analytics for Sales
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Merging multiple Rows in a ReportSummary In OSvC, how do merging of multiple Rows to One ?Content Hi, I have a requirement in Rightnow to merge multiple rows in a report to one by comma separated. Pleas…Boby B Jacob 57 views 0 comments 1 point Most recent by Boby B Jacob Reporting & Analytics for Sales -
Issues with Kanban reportSummary For some of the Sales users the Kanban report is not displayed corrcetlyContent Hi, We have implemented the Sales rep Kanban report to show the Sales stages for …Prakash Velamuri-143489 61 views 5 comments 1 point Most recent by Marius Stana Reporting & Analytics for Sales -
Issues with Kanban reportSummary For some of the Sales users the Kanban report is not displayed corrcetlyContent Hi, We have implemented the Sales rep Kanban report to show the Sales stages for …Prakash Velamuri-143489 50 views 0 comments 0 points Most recent by Prakash Velamuri-143489 Reporting & Analytics for Sales
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Is there a way to see all reports that a user is receiving?Summary Is there a way to see all reports that a user is receiving?Content Hello, One of our customers is moving on and is being replaced by a new employee. They would l…kerry walker 54 views 9 comments 1 point Most recent by Marius Stana Reporting & Analytics for Sales -
Sample report using Sales - CRM Historical Pipeline Subject AreaSummary Sample report using Sales - CRM Historical Pipeline Subject AreaContent Was trying to create a report using Sales - CRM Historical Pipeline Subject Area, without…
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How to create report on Multi choice field.Summary I have bill to ship to as multi select LOV in contact address field but that field is not coming in subject area, so wanted to know how I can create report to se…User_2025-02-04-17-55-30-920 38 views 0 comments 2 points Most recent by User_2025-02-04-17-55-30-920 Reporting & Analytics for Sales
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Sales Campaigns reportsSummary Reporting on sales campaign in OSCContent Hi everyone, Does anyone know what is the subject area to report on the emails sent via the sales campaign module? Than…Damia Boudress 43 views 2 comments 1 point Most recent by Jairo Rojas Méndez Reporting & Analytics for Sales
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Formulas aren't workingSummary Trying to do math to create a custom metric and formulas aren't working.Content Hello, I'm trying to calculate the percentage of future dated activities on an op…User_2025-01-22-20-09-02-352 37 views 2 comments 1 point Most recent by User_2025-01-22-20-09-02-352 Reporting & Analytics for Sales
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Showing null values as "Blank"Summary How do I show null values with the word "Blank" or "NA" or something similar?Content Hello, In the Product Dimension for 'Product Name', we have some blanks due …User_2025-01-22-20-09-02-352 49 views 2 comments 3 points Most recent by User_2025-01-22-20-09-02-352 Reporting & Analytics for Sales
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New OTBI Help Landing PageSummary Introducing a brand-new OTBI Help Landing PageContent This e-mail is sent by Oracle OTBI product management. Starting with Release 13.18.10, a brand-new OTBI Hel…User720640-Oracle 65 views 1 comment 7 points Most recent by Unknown Reporting & Analytics for Sales -
ADF Contextual Event with prompted reportSummary My ADF Contextual Event takes me back to main screen instead of back to Details reportContent Hello, Does anybody have experience using the ADF Contextual Event …User_2025-01-22-20-09-02-352 51 views 3 comments 2 points Most recent by User_2025-02-04-10-48-17-393 Reporting & Analytics for Sales
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Meaning for Sales-CRM Pipeline fact "# of New Opportunities"Summary I am looking for the definition of "New" for the Sales-CRM Pipeline fact "# of New Opportunities".Content When pulling this Fact into my analysis today, I am see…User_2025-01-28-01-29-38-878 39 views 2 comments 2 points Most recent by User_2025-01-28-01-29-38-878 Reporting & Analytics for Sales
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Slice and Dice an Emailed AnalysisSummary I am looking for a way to email (non users) rows from a report but only the rows pertaining to the recipient.Content I have a need to parse a report that contain…User_2025-01-29-22-25-48-801 49 views 4 comments 2 points Most recent by User_2025-01-29-22-25-48-801 Reporting & Analytics for Sales
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Reporting on Opportunity RelationshipsSummary Are there OTBI subject areas that contain the opportunity relationship data?Content When setting up an opportunity in Sales Cloud, an opportunity to opportunity …User_2025-07-18-10-09-20-236 68 views 0 comments 2 points Most recent by User_2025-07-18-10-09-20-236 Reporting & Analytics for Sales
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View Standard Lookups via Sales Cloud BISummary Is there a way to pull the standard lookup values with BI?Content I'm trying to take one out of Ed Dewolf's playbook and use Smartview to update information from…User_2025-01-28-01-29-38-878 44 views 3 comments 3 points Most recent by Hitesh Patel-26961 Reporting & Analytics for Sales