Reporting and Analytics
Discussion List
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Can I use Deep Links in report to tie to Redwood Activity screen?Summary: We're testing the Redwood UI in CX Sales and we have reports that use deep links (where you can click on a column in the report and be taken directly to the scr… -
BIのサブジェクトエリアSales CRM LeadResourceでリードの所有者を取得したいBIのサブジェクトエリアSales CRM LeadResourceで分析を作成しています。 リードのチームメンバーと所有者を取得したいのですが、所有者が上手く取得できません。 方法を教えてくだ…M.AZUMA 17 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Contact Report PromptsSummary: Criteria When a user launches the Contact Report the default Contact Owner should be based on the user's role (AM see their contacts) When the Regional Manager …
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I want to assign the lead's team members as recipients for the BI agent.I want to retrieve the recipients of BI agents from the analysis. Can I specify the email addresses of the lead's team members? Please tell me how.
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How to retrieve full update history for a specific Opportunity via OTBIThe business requirement is to retrieve all records/updates (audit history) related to a specific Opportunity in Oracle Sales Cloud, using OTBI. Required fields to be re…Paraskevi Thanasi 49 views 5 comments 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales
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Understanding the Sales Pipeline FunnelSummary The Sales Pipeline funnel is attention grabbing, but at the same time could prove to be intriguing until you understand it.Content So, what is the sales funnel ?…
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BICC Reset to Full Extract FunctionalitySummary: If we perform a Reset to Full Extract, does this mean our incremental data replication job will perform a full data load by default when we reset to a full extr…Carlo Orolfo 37 views 5 comments 0 points Most recent by Ankita Biswas-Oracle Reporting & Analytics for Sales
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The email is not visible in the UI, but it is still triggering the validation scriptSummary: We have a validation script that queries active contacts where Status = 'A' and Internal Flag = 'N'. This validation is triggered in both scenarios — when a use…
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25B Sales Dashboards ConfigurationSummary: We went through one of your demos in below link for 25B. We want to create a dashboard like this, but we are unsure where to start. After enabling hero template…JainS 23 views 3 comments 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales
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Reporting capabilitieHi Team, Posting this on behalf of Customer. We have a business requirement to generate a monthly SET Score Card for each Sales Representative, capturing performance met…
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Is there a functionality called 'Active Primary Key' that retrieves a list of primary keys in a PVO?Summary: Is there a functionality called 'Active Primary Key' that retrieves a list of all primary keys in a PVO? we will be using this for performing soft deletes in ou…Carlo Orolfo 11 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Missing Columns in BICC PVO but columns available in the underlying Oracle database tablesSummary: While analyzing the BICC Object Views for sending the data to Traget System—similar to the BIP extracts—for the following three Oracle tables, I noticed that so…
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Issue on tracking REST API Usage for User-Level - 4-0000656412Summary: Team, We are encountering issues with monitoring REST API usage on a per-user basis. Currently, in OEC, we do not have an option to monitor REST API usage on a …Deepak Prakash 31 views 4 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
How to create a Hierarchy based Territory account team report in sales cloudSummary: When a manager user logs into the VBCS system he should see a report of accounts that he owns along with his subordinates. As of now in VBCS we don't have ID fi…
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Can we enable the actions menu for reports created by analytics?Summary: We have reports created using Visualization configuration based on OTBI analysis and embedded in Sales Dashboard. The ask is to add actions option through which…
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How to find all the available Team members in contact object?Hi, How to get a report based on BI Analytics or SQL to get the list of all the contacts/Accounts and their associated Team members? can I get any SQL or subject area th…
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Incentive Compensation Credit Rule Assignment Audit Trail / Validation CheckHello, Oracle Experts. We're looking for ways to validate our crediting rules and optimize their performance. Do we have any existing reports or SQL data that show how t…Christian Gerald Patacsil 27 views 2 comments 0 points Most recent by Christian Gerald Patacsil Incentive Compensation
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News Feed layout provides a fast home page and improved user experienceSummary The News Feed home page layout in CX Sales will give your users what they want – a super fast home page.Content The News Feed home page layout can significantly … -
How can we get Account Financial Performance to be visible from Oracle CX Sales Account Profile Tab?Is it possible to display invoices and total billed revenue on an account in Oracle from the Profile tab. Margin performance would also be an important piece of informat…
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On Email Template, referencing a field from a different ObjectOn an email template for a custom object in CX SALES. I wanted to know if it were possible, on the email body, to reference a field from the account object that does not…
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How to customize colours in Sales DashboardSummary: You can add contents in the Sales Dashboard by Express Reports or OTBI Anlysis. In both cases I can't find a way to customize the colours of the graphs. Is ther…
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Are Fiscal calendars and Accounting calendars the same in crm?Summary: Similarity between Fiscal calendars and Accounting calendars the same in CRM. Content (please ensure you mask any confidential information): Basically the query…A V K JAYA SURYA 16 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Reporting on opportunity assessment questions and answersSummary: I'm trying to generate a report for one of my customers with the following data: Opportunity Name, Contact Name, Assessment Score, Assessment Date, Question, An…Cristian Rogelio Velasco Gutiérrez 12 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…
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OOTB Express Report Type on Territory HierarchySummary: Users want to create Express Report on Opportunity along with Territory and its Hierarchy. SA like is apt for this requirement but its unavailable as a OOTB re…
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Redwood: How to add OTBI reports in Redwood Sales Dashboard without creating visualization?Summary: We had OTBI dashboards in Classic UI that were added in Account and Opportunity page subtab. Now, how can we display these dashboards to Sales Dashboards as sub…
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Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for …Meheffler 22 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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We need a Dashboard for all Scheduled Job in CX Sales and Service ProductSummary: We have around 15 Scheduled Jobs running in our instance and also 12 Agents (report agents). Business wants a dashboard or workarea where we can see status of a…
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OTBI Agent does not send out an emailSummary: We have a daily agent which sends an email with an excel file attachment. The agent run successfully daily until a week ago, when running the agent we can see t…
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OTBI Analytics >CX sales FusionSummary: In OTBI Analytics > Administation > Manage Priviliges If there is a Change in Sections like Catalog, Access , in the Manage Priviliges set to certain roles whic…Prabha.R Oracle-Oracle 12 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales