Reporting and Analytics
Discussion List
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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 31 views 3 comments 2 points Most recent by Siraj Syed -Support-Oracle Sales -
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… -
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 69 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… -
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 56 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
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Migrating reports between instancesSummary Migrating reports between instancesContent Hi All, How to migrate Reports between Instances. Thank You, Prudhvi
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How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…User_2025-07-18-06-07-44-367 32 views 1 comment 0 points Most recent by Rupak Chowdhury-Oracle Sales
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new… -
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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How To Use Multiple Username in an EL ExpressionSummary How To Use Multiple Username in an EL ExpressionContent Hi, I want to limit visibility in an infolet by username. How do I set the EL Expression to filter multip…
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Invoke BI analysis through SOAP wsSummary Not able to invoke BI report through soap web serviceContent HI All, Im trying to invoke a BI report through soap api with below payload but im getting ""en-US">…
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Feature Friday: Advanced ForecastingContent See how Sales Planning Cloud enables advanced forecasting using data sourced from ERP actuals plus CRM pipeline data to trangulate the most realistic forecast th…Michelle Brusyo-Oracle 20 views 0 comments 1 point Most recent by Michelle Brusyo-Oracle Incentive Compensation -
How To Import Sales Products From PIM Data HubSummary How To Import Sales Products From PIM Data HubContent Hi, Is there a documentation on how to use 'Import Sales Products From PIM Data Hub' job in Oracle Sales Cl…User_2025-07-18-06-07-44-367 49 views 3 comments 0 points Most recent by User_2025-07-18-06-07-44-367 Sales
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How To Redirect An Infolet To The Landing PageSummary How To Redirect An Infolet To The Landing PageContent Hi, Is it possible to redirect an infolet to the Opportunity Landing Page? If yes, is it also possible to k…
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How To Assign Custom Infolets to Custom Job RolesSummary How To Assign Custom Infolets to Custom Job RolesContent Hi, I have created a custom job role and I understand that not all OOTB infolets will appear for that cu…User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Not found Security under Administration in Report DashboardSummary Not found Security under Administration in Report DashboardContent Hi All, I am not able to find Security under administration in Report Dashboard.Please find th…
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What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are …User_2025-07-18-06-07-44-367 33 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales