Reporting and Analytics
Discussion List
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Video: Exporting Data from an Express ReportExporting Data from an Express Report From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_c22xxr6v/uiConfId/35965902 -
Video: Working with the Sales Team Hierarchy in Express ReportsWorking with the Sales Team Hierarchy in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_fnh39try/uiConfId/35…
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Video: Working with Real-time Filters in Express ReportsWorking with Real-time Filters in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_ewtzw7ut/uiConfId/35965902
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Video: Preview the Express ReportViewing the report output as a preview From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_e35ntep9/uiConfId/35965902
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Video: Duplicating an Existing Express ReportDuplicating an Existing Report and making derivative updates From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_x294jtya/uiConfI…
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Video: Create a Visualization in Express ReportsCreating new visualizations in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_kkmd7wj7/uiConfId/35965902
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Video: Create a Report in Express ReportsCreating new reports in Express Reports From the Express Reporting series https://videohub.oracle.com/embed/secure/iframe/entryId/1_pnmcsh8y/uiConfId/35965902
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About displaying reports from Inforet in Sales CloudI have created a link to a report by setting the path to an existing report in the inforette on the Sales Cloud home page. When viewing the report, is it possible to hav… -
Filter by age of Lead record in RedwoodSummary: We're trying to add a visualization on our landing page dashboard in Redwood (My Open Leads) that is based on how old the lead is. We tried to use a Group by fi… -
fetch product image in RTF Template BIP ReportSummary: How to fetch and show the product image in RTF template Content (please ensure you mask any confidential information): We are trying to fetch the product image …
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How to get primary contact details of Partner in SQLSummary: Hi, I am working on partner object to get primary contact details of partner. not possible to get in SQL. Need to get 1.primary Contact Name 2. primary contact …
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Selection list modification auditHello I can't find a way to have an audit of who has edited a selection list in Eloqua, how can I obtain this information? We had changes that affected us, but we do not…
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Sales - CRM Resource is showing value of 'not found' in the Hierarchy Level.Summary I had some changes to use the new role as the resource role and with that there is a change in the Organization field. After that, the Sales - CRM Resource which…Cristelle Rose Sampang 15 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
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Data not showing correct values in HZ_LOCATIONS table for a particular person.Summary: Hi, I am creating a report for Longitude and Latitude using HZ_LOCATIONS table where I need data corresponding to HR_TABLES. But for 2 locations, HZ_LOCATIONS t…
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Accessing all the attachments from a common location for all of the Customer/Partner recordsSummary: Is it possible to access all the attachment from a report instead of navigating to each of the Customer/Partner records. (This can be a report or any other way,…
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Granting guest user access to a folder in catalogueSummary: Hi Team, I want to provide guest user access to one folder in catalogue so that user can access the BIP report in that folder without logging in into CX. I trie…
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Video - Troubleshooting your Redwood Sales ExtensionTroubleshooting your Redwood Sales Extension: When all doesn't go as planned, where can you look for clues? This shows some of the troubleshooting options you'll need to…
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Need a user Task/Activity report for all the actions like Create/Update done in CX-Outlook.Summary: We need a report to track all activities done via CX-Outlook in cx objects. Business requirement - This is required form the Auditing team as a Compliance requi…
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How to relate 2 analysis using OTBISummary: I want to relate 2 analysis, in a way that the select row from analysis A filters the content in the table of analysis B. Ex. Analysis A (Customers) Analysis B …Gomez 31 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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¿ Que rol o permiso permite ver en modo lectura un analisis y un panel de control?Hola Tengo un reporte con análisis y un panel de control ya publicado pero un usuario puntual necesita verlo y descargarlo, que rol o permiso debo asignarle para que pue…AndreaGarzon 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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OTBI analysis works fine for Salesperson but not for Sales ManagerSummary: We have an analysis where we're presenting: Customer Name, Product Name and Closed Opportunity Line Revenue. It works fine for the Salesperson and all the value…Gilson Souza Jr. 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to report out of the CDM Manage hierarchiesSummary: How to create reports from CDM Manage hierarchies data? Content (please ensure you mask any confidential information): Client has CX Sales and CDM implemented. … -
The View Objects are not available on BICCSummary: We are looking for the View Objects under CRM - CRM Interaction Lead Real Time and CRM - CRM Interaction Opportunity Real Time to connect Log A Call to Opportun…Carlo Orolfo 71 views 4 comments 1 point Most recent by Mohammed Rafi Reporting & Analytics for Sales
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Email Validation Status Backend Field Not PopulatingSummary: Fields visible in UI and Backend for Email Validation Status and Date Not Populating even though in UI it has a value. This is OOTB field in which we haven't ma…
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Filter OTBI Analysis on Sales Dashboard by logged in User with Action LinksSummary: I have successfully created an OTBI analysis, created a visualization in App Composer, and added it to the Sales Dashboard. However, I have a filter for the cur…
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Unable to insert field in footer of the page using in RTF templetSummary: Hi, I am creating RTF templet using BI publisher. but unable to insert field in footer section. please help Content (please ensure you mask any confidential inf…
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How do I Report on contact activity including appointments and emailsSummary: I am trying to get 2 reports: A report that shows all of the activities a Sales Rep did on a particular day - including: Appointments and emails sent - from bot…Tim Gruidl 81 views 8 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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which tables to refer to get Partner addressSummary: What is tables to get partner address?? partner +partner address Content (please ensure you mask any confidential information): Version (include the version you…
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How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…