Sales
Discussion List
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Redwood - See all Email Interactions in a ReportAs an admin or sales manager, I want the ability to see all activities logged for customers. Prior to Redwood, an Activity Report could be leverage to see all activities…Amanda McAfee 68 views 14 comments 0 points Most recent by Amanda McAfee Reporting & Analytics for Sales -
Is there a way to check the origin of record creation of activity?Summary: Unable to locate the origin of record creation of activity. If it was created through Web, Outlook, We are unable to locate the origin of record creation of act…JOHN REY RIVERA 32 views 7 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Total row should have same color according to the stage respectivelySummary: Total row should have same color based on the stage. Kindly check the screenshot. Content (please ensure you mask any confidential information): Version (includ…Nalsoft Pvt Ltd 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Is Data numbers on graphs with different colours possible?Can two different colours be applied for value and count in the below graph? Like, Total Number of Opportunities data number should be in one colour and Total Value of O…Nalsoft Pvt Ltd 41 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Is it possible to create a text to column like Excel column in OTBI based on a Listagg column?Summary: I need to see data on one row. I've managed to do this using Listagg. However, now they are asking if that it not be concatenated and still keep it all on one r…Donna Fazio 23 views 5 comments 0 points Most recent by Clare Murtagh Reporting & Analytics for Sales
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Can ORACLE Fusion (CX Sales) integrate an external system using protocol POP3 or IMAP or MAPI ?Summary: We are required to verify CX sales customer emails with an external email verification system using the POP3 or IMAP or MAPI protocols. Content (please ensure y…Rajesh Anguluri 4 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
OTBI does not show attributes standar that were created in Oracle CxSummary: Hello community! When creating an analyst in OTBI, and located in the object "Lead" missing the field "ExpirationDate", this field is standard, however, does no…XUM TECHNOLOGIES 36 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Analysis required on Appointments amendmentSummary: User need to analyze the trend of amendments in appointments. From my understanding, this can only be achieved if the system creates different versions or a his…Umair147 1 view 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Can we control Embedded report display properties?Summary: We have embedded a report to Account object. But it is not displaying in full screen, can we control such properties for BIP report to display it as user wants.…Abhishek Nirgudkar 11 views 2 comments 0 points Most recent by jiweiss-Oracle Reporting & Analytics for Sales -
How can I create a historical overview from a flexfield CHARACTER Data type?I have data information stored in a CHARACTER data type flexfield. To expose it in an analysis in Oracle Business Intelligence (OITBI), I navigate to the 'Incentive Comp…Priscila Banqueri 12 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Last 7 days or week query - Looking to query for Opps, Contacts or Accounts updated in last 7 daysSummary: I am trying to generate reports on Opportunities Created or modified in last 7 days - or "Last Week". Also, I want to do the same with Contacts and Accounts cre…
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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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Reporting by Sales Reps for their Accounts and the activity in their accountsSummary: I am looking for a report that would enable the Sales Manager to drill into a Sales Rep, then see a summary of their accounts, then select on an account and see…Tim Gruidl 61 views 6 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How can I generate a report that has a manual quota amount set for each rep and pull that into a repSummary: I don't have territories and Quotas setup yet. I wanted to see how to generate a report that allows me to set a static amount for a sales rep and then pull in t…
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Add Action Link in Grand Total in OTBI ReportContent Is it possible to add an action link to the Grand Total values in OTBI reports? So we can direct the user to another OTBI report. This is the automatically calcu…User0901 36 views 4 comments 0 points Most recent by Rajasekhar Bandaru-Oracle Reporting & Analytics for Sales
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Is it possible to customize the service infolets in Analytics section?Summary: Hello, we would like to know if it is possible to customize the service infolets in Analytics section. Also, we would like to check if the data displayed in tho…Eric Serra I Paradis 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Show OTBI Graph with no values rather than No Results messageSummary: There are instances when the OTBI bar graphs result in no data results. Instead of showing a "No Results" message, is it possible to show the graph instead? We …User0901 42 views 1 comment 1 point Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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Outer join queriesSummary Outer join within same subject areaContent Hi, I am using "Marketing - CRM Leads" SA to create report on leads. this return only those customer who have leads th…azodpe 28 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Customer Account with SitesSummary Customer profile reportContent Is there any standard or custom OTBI Report for customer profile including all active sites details. Version 21 C -
Embed BI Publisher Report on Account PageSummary We need to embed a custom BIP Report on Account Page which gives info to users on unpaid customer invoices. I have created a report based on AccountID as paramet…Umang Gupta 27 views 2 comments 0 points Most recent by Raghavan p-Oracle Reporting & Analytics for Sales
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Bulk Data Extract from Oracle CX Commerce CloudSummary Bulk Data Extract from Oracle CX Commerce CloudContent We are looking at options for bulk data extract from Oracle commerce cloud service. Looking for options si…AnkitR Gupta 28 views 0 comments 0 points Most recent by AnkitR Gupta Reporting & Analytics for Sales -
Activities and Related Activities ReportingContent In 21C, OTBI CX delivered a new subject area "CRM - CRM Activities with Related Activities". This subject area allows users to report on all activities with rela…User743281-Oracle 42 views 1 comment 3 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Data Lineage document or BICCC PVO Details for 21B Sales subject Area - OTBIContent Hi Team, We need some data exports from oracle subscription management cloud application 21B. As we see there is additional feature available as part of 20B, whe…AnkitR Gupta 80 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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"Sales - CRM Sales Activity"."Business Unit"."Business Unit Name" is nullSummary I am trying to do an Activities report but the Business Unit Name field is nullContent I am using the subject area "CRM - CRM Activity Real Time" but when I adde…Edgar93 45 views 1 comment 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales -
Combine reporting on Incentive Compensation attainment, participant details, and plan assignmentsSummary Looking for help with ideal subject areas and tips/tricks to report on three areas simultaneously: achievement, participant details, and plan assignments.Content…User_2025-02-01-07-27-35-188 21 views 2 comments 0 points Most recent by User_2025-02-01-07-27-35-188 Reporting & Analytics for Sales -
Brokerage Security within ICMSummary Brokerage Security within ICMContent How can you apply security within ICM? We have a requirement for only certain people to see certain brokers, can you do that…Andrew_Schmitz 15 views 3 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales -
Cannot Access Workspace InfoletsSummary Cannot Access Workspace InfoletsContent Hi, I've already set the profile option ZCA_ENABLE_ADAPTIVE_INFOLETS to Yes and added ORA_ZBS_SALES_ADMINISTRATOR_JOB to …User_2025-07-18-06-07-44-367 47 views 4 comments 0 points Most recent by User_2025-07-18-06-07-44-367 Reporting & Analytics for Sales
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"Only quota contributing revenue is considered" - What does this mean?Summary "Only quota contributing revenue is considered" - What does this mean?Content Hi, I'm looking at the documentation of Pipeline Detail Facts and all metrics and m…User_2025-07-18-06-07-44-367 26 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…
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Is it possible to customize the output csv file name after job in BICCSummary How to customize the zip file and CSV file after In BICC extract jobContent Hi All, Im exporting fusion application data to OCI using BICC, the file is generatin…Sudheer Vadla 134 views 1 comment 1 point Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales