Reporting and Analytics
Discussion List
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Field value is not displayed in report when record is created using REST APIContent Hello Members, We are creating few opportunities using REST api. We have a DCL field on opportunity which refers to promotions object. When we create a record us… -
Feature Spotlight: Analytics for CX Sales MobileContent Analytics with modern visualizations and mobile friendly display is available starting 21C . With performance and key metrics available in the mobile app, sales … -
How to display the value of a Dynamic Choice List instead of a number on OTBI AnalysisSummary How to display the text value of a DCL (Dynamic Choice List) on OTBI AnalysisContent Hi all, I have an analysis of a custom object where some fields are DCL. Whe… -
Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f… -
Infolets - Time ZoneSummary Infolets - Time ZoneContent Hi all, When a user (Sales Manager in this case) consults an infolet on the infolets page, what date / time does that analysis take? …
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Account Rollup functionality and it related subject areaContent Hello All, In Oracle CX after 21B we see new object called Account Rollup child object under Accounts and it has few aggregated fields.So we are looking for is t…
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How to rename a tab in Analytics page in Oracle CX SalesSummary Need to embed a OTBI report to 'Analytics' page in a new tabContent Hi, Trying figure out how I could rename a tab in Analytics new tab. I have created a dashboa… -
How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …User_2025-07-18-06-07-44-367 26 views 2 comments 1 point Most recent by Marian Platonov Incentive Compensation
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Is There A Way To Un-Retire A Lead?Content Hi, What are the ways we can un-retire a lead? Thanks, Ed Version 20D
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Opportunity Assessments - AnalisysSummary Opportunity Assessment template - AnalisysContent Hi all, I need to create an analysis in OTBI where it shows by Opportunity the values entered in the assessment…
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How we can display the forecast vs quota by the quantity not by the amountContent Need to display the graph by quantity -
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.
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Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…User_2025-07-18-06-07-44-367 33 views 3 comments 2 points Most recent by Siraj Syed -Support-Oracle Sales
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Add percentage in bar graphSummary Add percentage in bar graphContent Hi all, I need to add the percentage for each Status Name. I chose the Pareto graph because it shows the percentage scale. But…
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How to display 'Month name' instead of the number of the Month in OTBI analysisSummary How to display 'Month name' instead of the number of the Month in OTBI analysisContent Hi all, In the result of an analysis, for the Month field, I need to see t…
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Can You Link an OTBI Report on the Sales Cloud Homepage?Content Hi, We want users to give quick access to their most used reports in OTBI by trying to find a way to have the link available in the sales cloud homepage. Is this…User_2025-07-18-06-07-44-367 35 views 1 comment 1 point Most recent by Priscila Terazawa - Support-Oracle Sales
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Make CampaignId available as a session scope variableSummary Adding the CampaignId as a session variable will make able to add contextual analysis at the Campaign analysis tab from Campaigns.Content As we've made with some… -
multiple ParameterValuesContent I need to call runReport webserivce in groovy and pass two parameters to the report (see my groovy below). Could someone please provide a sample groovy that can …
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How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…User_2025-07-18-06-07-44-367 62 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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How To Make Custom Field Appear In Workspace FilterContent Hi, I can't find a custom field in the Workspace filter. How do I expose this field? Thanks, Ed Version 20DUser_2025-07-18-06-07-44-367 51 views 3 comments 1 point Most recent by Siraj Syed -Support-Oracle Sales
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How To Export Internal Resource Organization HierarchyContent Hi, How do I export the Internal Resource Organization Hierarchy will all the user information. Thanks, Ed Version 20DUser_2025-07-18-06-07-44-367 63 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Can 'Last Updated By' filter currently logged-in user in Workspace Saved Search?Content Hi, I want to filter the contact records recently updated by the logged-in user using workspace saved search. However, I was only able to filter using User Name …User_2025-07-18-06-07-44-367 31 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserSummary Workspace Saved Search - How To Filter Records That Were Recently Updated By The UserContent Hi, Is it possible to filter records that were recently modified/upd…User_2025-07-18-06-07-44-367 27 views 1 comment 1 point Most recent by Siraj Syed -Support-Oracle Sales
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Table name for industryContent Hi Members, I have been looking for sql table name for industry field in account. I have enabled the classification code in manage audit policies but I was unabl…
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How To Filter Opportunities in Workspace by the Product It ContainsSummary How To Filter Opportunities in Workspace by the Product It ContainsContent Hi, I want to create a saved search in Opportunities workspace where I can filter it w…
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BI Answers based report for FTPContent Hi, Is it possible to FTP a report which is based on BI Answers. We could only find DM based reports available for FTP. Thank You, Sombit
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Resource System Usage - MISSING DAYSSummary Sales - CRM Resource System UsageContent Hi all, I made a simple report in OTBI with the SA "Sales - CRM Resource System Usage" to show the user login date. I ne…
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do not have Extract Data Stores document for CX moduleSummary We are using BICC to extract PVOs for below CX modules. We did not get any documents like other modules (SCM,Finance,etc.) which talks about PVOs in detail, exce…Anirban Sarkar-Oracle 15 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…User_2025-07-18-06-07-44-367 60 views 2 comments 1 point Most recent by PRao - CRMIT Incentive Compensation
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Infolet Arrangement Feels Different After Upgrade to 20DSummary Infolet Arrangement Feels Different After Upgrade to 20DContent Hi, Before upgrade to 20D, arranging infolets was a breeze. It was just drag and drop. But after …User_2025-07-18-06-07-44-367 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales