Sales
Discussion List
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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…User_0UTJO 18 views 2 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales -
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 …Nidhi Chhajed 13 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Show Activity Summary Generative AI action does not give any outputSummary: As part of AI features enabled the Show Activity Summary action but it is not giving any outputs even though there activities associated to the Opportunity/ Acc…
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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…KirolosMagdy 26 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Update the Generate Win story Layout with custom layoutSummary: When we generate a win story it gets saved in comments fields and length of comments field is 2000 characters. As per the doc "https://docs.oracle.com/en/cloud/…
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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…Luca Angheben 23 views 3 comments 0 points Most recent by HD - Oracle Fusion ERP-Oracle Reporting & Analytics for Sales
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Query for Account Profile DataNeed support to get the information in the screenshoot… CRM Account Profile. thanksMMendoza 11 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Reporting & Analytics for Sales
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Need BI Report to get total Payout amounts per plan components in SalesSummary: Hi Experts, We are looking for BI Report to get total Payout amounts per plan components, the sum needs to group by based on Plan Name , Component Name, Perform…Rama123-Oracle 12 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Specific information regarding the UCM (Universal Content Management) folderSummary: Requesting for some specific information regarding the UCM (Universal Content Management) folder that we are currently working with. Accessing View Object Files…Carlo Orolfo 22 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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How can I remove the currency symbol from the metric card in the Sales DashboardIn Oracle Fusion Sales Cloud, the My Pipeline TCV ($Mn) metric card is a custom or duplicated version of the standard Pipeline metric card, showcasing the total primary …Naveen Marujolla 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Query to get ResourceOrganizationName of the userHi All, I am trying to extract resources/users with specific ResourceOrganizationName. I want to extract the ResourcePartyNumber and ResourceOrganizationName. Can you pl…Anj M. 12 views 1 comment 0 points Most recent by Topher Heath-Support-Oracle Reporting & Analytics for Sales
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How do I remove the measure labels from my bar chart so it doesn't show in the legend?I have a horizontal bar chart and have noticed that the "measure labels" is in the Vary Color By section of my chart. I can move it to Group By, Sections, and Graph Prom…
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Business Intelligence Publisher Bursting to Email upper ThresholdContent Business Intelligence Publisher Bursting to Email upper Threshold Requirement: 50000 Bursting records get selected and they need to be sent as Email Attachment i…Shivakumar Ayyanagowdar-Oracle 231 views 12 comments 1 point Most recent by ShubhamTiwari93 Reporting & Analytics for Sales -
How to do custom color formatting for only top 3 Horizontal bars Graph in Oracle fusion OTBI ReportHi All, How to do custom color formatting for only top 3 Horizontal bars Graph in Oracle fusion OTBI Report like below image?. Please share us your Ideas or Implementati…Sukumaran Ayyaswamy 32 views 3 comments 0 points Most recent by Manasi.Singh Reporting & Analytics for Sales
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Can I make custom scheduled process to send notification when a condition is achieved ?Summary: Hi, I am using object work flows to send mail notification when the condition achieved, but object work flows must trigger when the record is created or updated…Hisham Habib 33 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Redwood - All Smart Actions generating error - Error Response during RestActionSummary: Clicking on any Smart Actions within App Composer generates error: Error response during RestAction We believe this issue started as a result of the implementat…
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Need to build report between Task and Call Report (created via Task Page)Summary: Created a Task > open Task Detail > Action > Create Call Report. So now we have Task and its linked call report. Now we want to create a BI Report which should …AMIT KUMAR YADAV 42 views 9 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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How to enable audit log in report and analytics.Summary: Is there any possibility to add audit log in report and analytics? For example: In objects(like Lead ,Opportunity ) there is a field which shows the value of la…ArjunReddy88 112 views 4 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Table Industries CRM SALESCordial greetings Please help me to identify the table that brings the Industries field data from the account in oracle cloud sales. Thank youJhonattan Diaz 11 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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How to limit prompt values to values displayed on analysis - OTBISummary: I'm building an analysis using the "Incentive Compensation - Attainments Real Time" subject area. One of the prompts in the dashboard that includes this analysi…Vitor Nakamura 77 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Rel 13.20B User Adoption – Object Activity and Resource System UsageContent User Adoption metrics help CRM stakeholders continuously measure the success of their CRM implementation. Using these metrics, CRM business leaders can obtain cr…Sudharshanan K B-Oracle 1.4K views 24 comments 21 points Most recent by Brandon Purnell Reporting & Analytics for Sales
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Table used to store children custom objects!!Hi, We created Custom object "Proposal" and created child custom object from the parent object with name "Payment Plan" The parent custom object "Proposal" store its rec…Wesam Ibrahim 64 views 3 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Is there a way to push report out of OTBI into a database?Is there a way to push a report out of OTBI on a weekly or daily basis that generates an excel file into a OneDrive folder?mfribeiro 21 views 3 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Table for main contact in CRMDear all, Please help, I need to identify the table that brings me the main contact of the CRM module in Oracle Fusion Cloud. Thank you.Jhonattan Diaz 32 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Reporting & Analytics for Sales
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What is best way to setup Resource Hierarchy when a user has two direct managers?Summary: The scenario is: There is the Department, in this dep users (Account manager) report to their Line manager, but this line manager may report to one or another m…
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CX SaIes CDM: Is it possible to create a custom table in backendSummary: We have a requirement in CDM to create a custom table in ERP backend in order to maintain a relationship which currently does not exist in ERP. If this is possi…Bhavish A S 31 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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DCL on OOTB Object doesn't show in OOTB subject areaSummary: Hi, I create a custom DCL on Activity Object. When I check the standard subject area (CRM - CRM Activity Real Time), I don't see this DCL in Activity Extension … -
CDM: Unable to find hierarchy fields in Fusion back end tablesHello, In a requirement we are creating hierarchy in CDM through the import management. We are required to create a report based on the fields in the import Hierarchy an…
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How to fetch the Covered Levels of a Subscription using querySummary: How to fetch the Covered Levels of a Subscription using query Content (please ensure you mask any confidential information): How to fetch the Covered Levels of …Neelesh Varma 21 views 3 comments 0 points Most recent by Manoj Kumar-Support-Oracle Reporting & Analytics for Sales
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Function to run in schedule custom groovy object functions does not workSummary: I'm trying to create a function that calls a web service to update a field in all Product records, but the function loops through the records infinitely. And th…