Sales
Discussion List
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Is there any rest api to run the report and download outputSummary Rest api for BI analysisContent Hi, Is there any rest api availbe to run and BI analysis and download the output. eg: Lead analyis Regards, Sudheer. -
Customer Details with SiteSummary Looking for Report for Customer Details with Site addresssContent Is there any custom or standard report for Customer details with Site addresses.Bilalemail 29 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
How to create Action link (interaction) in Reports/Analysis to update opportunity recordSummary Action link (interaction) to update opportunity record from Oracle BI AnalysisContent Hi, I am trying to create an analysis/report for my business team that will…Sharath Shanker 63 views 2 comments 1 point Most recent by Sharath Shanker Reporting & Analytics for Sales
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Frequently Asked Questions on User System Usage SASummary This document will provide information on many questions related to User System Usage SContent Hi All, We have consolidated a list of How To questions asked on U…Dimple-Nagesh-Support-Oracle 102 views 1 comment 5 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
Have a dynamic column headingSummary We would like to have a column heading as current month, next month etc.Content Hi Is it possible to have a column heading that displays the current month, next …Cyrille Saulnier-Oracle 45 views 6 comments 0 points Most recent by User_2025-02-01-07-27-35-188 Reporting & Analytics for Sales -
Masking functionality in ReportsContent Masking functionality in Reports Do we have any functions in OTBI/OBIEE or in BI Publisher/Templates/XSL functions to perform a masking functionality for some cu…Shivakumar Ayyanagowdar-Oracle 61 views 7 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales -
BI Publisher bar graph: change series sort order but keep the order of series colorsSummary Looking for a way to change the sort order of series without changing the color order.Content Hello! First time on this forum, and hoping someone can help me out…User_2025-02-01-07-27-35-188 99 views 1 comment 2 points Most recent by User_2025-02-01-07-27-35-188 Reporting & Analytics for Sales -
OTBI CX Reporting - Best PracticesSummary OTBI CX Reporting - Best PracticesCode Snippet OTBI CX Reporting - Best PracticesMadhava Reddy-Oracle 86 views 3 comments 6 points Most recent by Adam Liu Reporting & Analytics for Sales
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Reporting on NotesSummary How can we report on notes created in Sales Cloud?Content Is it possible to report on the notes created against an opportunity or an account? Example attached Th…Cyrille Saulnier-Oracle 37 views 2 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Opportunity Sales Stage NameSummary How to retreive previous "Sales Stage Names"?Content Hello, I have a requirement in which I need to highlight all "Sales Stage Names" that have been assigned to …User_2025-02-04-17-55-40-189 40 views 6 comments 0 points Most recent by User_2025-02-04-17-55-40-189 Reporting & Analytics for Sales
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Filter by Territory in Sales - OTBIContent Hi all, I have a couple of analysis for users with Sales Manager role. I need to add the "My Territory" filter to one of them and the filter "My Territory hierar… -
Rel 13.19B User Adoption Object ActivitySummary With Rel 13. 19B Users will be able to report on User Adoption for object activityContent User Adoption CRM – An Overview User Adoption Metrics helps CRM Stakeho…Sudharshanan K B-Oracle 560 views 3 comments 15 points Most recent by Chintak Dholakia Reporting & Analytics for Sales
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Setting Up "Act As" Function in Sales Cloud OBIEESummary Requirement for Sales Manager to "Act As" direct reports when pulling certain reports in OBIEEContent I have a request for Sales Managers to be able to log into …User_2025-01-25-04-04-14-363 28 views 2 comments 0 points Most recent by User_2025-01-25-04-04-14-363 Reporting & Analytics for Sales
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Territory Hierarchy ReportSummary Report that shows the Territory hierarchy and associated employeeContent Hi Community, Please advise if there are any Territory Hierarchy Reports available and d…Kunal Daya-175386 101 views 2 comments 0 points Most recent by Kunal Daya-175386 Reporting & Analytics for Sales
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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 41 views 1 comment 1 point Most recent by FPAES Reporting & Analytics for Sales
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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
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Executive dashboard using Sales Page or OBIEE interactive dashboard?Summary What would be the benefit of using the BI dashboard instead of sales page?Content Hi, We want to create an executive dashboard, and can either do it in the OEC a…User_2025-02-04-10-37-00-332 46 views 1 comment 1 point Most recent by Justin Scherrer Reporting & Analytics for Sales
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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 51 views 0 comments 0 points Most recent by Prakash Velamuri-143489 Reporting & Analytics for Sales
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Automatical filtering a BI Report to the current Account selectedSummary Automatical filtering a BI Report to the current Account selectedContent Hi Community, i need your help please on a BI-Reporting subject within Sales Cloud R13-1… -
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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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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Day Name from DateSummary Function for DAYNAME in Sales OTBI not workingContent Hello, I am using this function: DAYNAME("Service Request"."Creation Date") and it is not returnning the da…User_2025-01-22-20-09-02-352 94 views 2 comments 2 points Most recent by Rupak Chowdhury-Oracle Reporting & Analytics for Sales
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Re-usable Formulas / Virtual ColumnsSummary Looking for ideas for reducing maintenance requirements for reports using the same formulasContent Greetings all. I maintain a library of well over 1k reports in…User_2025-01-29-22-25-48-801 58 views 3 comments 3 points Most recent by User_2025-01-29-22-25-48-801 Reporting & Analytics for Sales
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Enabling Historical Snapshots - Does this cause performance issues?Summary Performance impact of enabling historical snapshots. Has anyone else encountered issues?Content Hello, Our company is currently exploring enabling historical sna…Mitch Ostrenga 52 views 1 comment 1 point Most recent by Hitesh Patel-26961 Reporting & Analytics for Sales
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Opportunity Owner LeaderSummary Need to know who the leader of the owner is on the opportunity (not always same as creator).Content Hello, I currently use the Employee ‘Name’ from the “Employee…User_2025-01-22-20-09-02-352 42 views 4 comments 2 points Most recent by User_2025-01-30-17-46-08-004 Reporting & Analytics for Sales
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Important Information About Fusion OTBI R12 Patch Bundle 10Summary This note provides information about Fusion OTBI R12 PB10 (2017 October monthly patch bundle).Content This note provides information about Fusion OTBI R12 PB10 (…User720640-Oracle 44 views 0 comments 2 points Most recent by User720640-Oracle Reporting & Analytics for Sales -
R12 - OTBI - Graphic elements for "Tabs" on a Dashboard apparently display "Broken Links" on IE 11Summary R12 Upgrade Issue, on OTBI Dashboard.Content Good day MOS Customer Connect Community We just got R12 and we have an issue where OTBI's Dashboards' graphic elemen…User_2025-01-24-00-45-00-907 45 views 2 comments 2 points Most recent by Hitesh Patel-26961 Reporting & Analytics for Sales