Reporting and Analytics
Discussion List
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Customer entry thread-ReportsContent Hi All, Can we add the customer entry thread in reports level?I have searched in all the incident related tables, I cant see any related columns. Could any one h…User_2025-02-03-18-29-17-316 41 views 5 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service -
Sales Campaigns reportsSummary Reporting on sales campaign in OSCContent Hi everyone, Does anyone know what is the subject area to report on the emails sent via the sales campaign module? Than…Damia Boudress 43 views 2 comments 1 point Most recent by Jairo Rojas Méndez Reporting & Analytics for Sales -
How to do Scheduled Job for custom scripts ?Content Hi All, I need to run custom scripts automatically from File manager OSvC with some particular time interval. How can I suppose to run those custom scripts with …User_2025-02-03-17-48-20-813 116 views 5 comments 0 points Most recent by User_2025-02-04-06-31-46-728 Reporting & Analytics for B2C Service
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search for phone number in ph_mobile with our without leading 0Content Hi, Currently we have the challenge to find a mobile phone number, that is maintained sometimes with and sometimes without leading 0 (yes I know, that should not…
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Export a report directly to a FTP siteContent Is it possible to schedule a report to be exported directly to a FTP site? Would it be possible to have a report automatically exported to a specified network fo…Mark - Oncor 52 views 13 comments 2 points Most recent by Shafali Jain-28055 Reporting & Analytics for B2C Service -
Incident last updated by and last status change byContent Hi, Happy new year! I have a report which lists incidents. I want to show who last updated it and who did the last status change. They can be the same person at … -
Oldie Moldy - Analytics Cookbook RecipeContent Oldie Moldy Identifying Holes in Your Process and/or Overloaded Teams Author: Luuk Schalk Difficulty rating: (Intermediate) Target persona: Managers / Team Leade… -
Consolidated Dashboard - Analytics Cookbook RecipeContent Consolidated Dashboard Rolling up various KPI metrics in a common view Author: Mehrzad Kootar Difficulty rating: (Intermediate) Target persona: Managers, Supervi…Mehrzad Kootar 183 views 3 comments 9 points Most recent by Jairo Rojas Méndez Reporting & Analytics for B2C Service -
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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Extract the middle section of thread noteContent Hi, I need to extract the middle-part of thread notes for incidents relating to a given product. The format of the note is consistent, but the middle part may so…User_2025-02-03-17-31-49-785 53 views 12 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Dynamic Text FieldContent How do you add a dynamic text field to a report such as Record Count. I created a text field in the footer and used the following text 'Record Count: {NumberOfRe…User_2025-02-03-19-39-14-556 44 views 3 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Sum of integers in report column out of integer rangeSummary Sum of integers in report column out of integer rangeContent Hi, I'm working on a report where I need to sum an integer field using 'sum' function and it is unab…PavanSatishKumar Annavarapu-Oracle 43 views 4 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Create CX reports to display on tabletsSummary Tips on creating reports so that they display correctly on tablets as well as laptops/desktopsContent Does anyone have any tips on creating reports so they are u…User_2025-07-18-04-32-42-594 28 views 1 comment 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Using Score as a variableSummary Using Score as a variableContent Good day, and Happy New Year! We’ve recently run into an issue with a survey report we’ve had running for a few years. Its set u…kerry walker 31 views 5 comments 0 points Most recent by kerry walker Reporting & Analytics for B2C Service -
Help with an AlertSummary Alert for number of emails routed to a QueueContent Hi, Can anyone maybe help me with setting up an alert? I have a simple report showing incidents that arrived …User_2025-02-03-16-51-39-328 53 views 4 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Is there a way to add the Report ID (AcId) to the title of a report?Summary We occasionally need to know the report ID of the report for our scheduled reports and would like to add this to the report title or somewhere in the reportConte…NDKoze 44 views 4 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service -
Exclude weekends from the create date and closed dateSummary Need to exclude the weekends while calculating he date differenceContent Hi Team, I am struggling to calculate the time difference between incident creation and …Y Santhosh Kumar 228 views 72 comments 0 points Most recent by Y Santhosh Kumar Reporting & Analytics for B2C Service
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Report Export to Excel formatting issue.Summary Preset Report formatting is not working when reports export to Excel, but only for certain users.Content I am having an issue with getting Reports to keep the pr…
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Count the number of customers who make chat dailyContent Hi, Everyone I have a problem, now our business wants to know how many customers have launched chat every day, we want to count the number of people who launch c…[Deleted User] 30 views 3 comments 1 point Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Sales Cloud OTBI Release 12: Subject Area Description DocumentSummary This document provides a description of select Sales Cloud subject areas including the key business questions that can be answered using the same.Content Use thi…
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Excel template date format issueSummary No date format is recognized by Excel templateContent Hi Team, It seems Excel templates in BI Publisher do not recognize any date format when receiving data from…Alvaro Couto 52 views 2 comments 0 points Most recent by Alvaro Couto Reporting & Analytics for B2C Service -
Report information about custom objectsSummary How do I report a list of all my custom objects and the descriptionsContent Hello, I'm trying to get a list of all the custom objects I've created, along with th…User_2025-10-31-01-08-51-703 49 views 11 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Custom report data display is wrongContent Dear all When using the RN system, we need to record the status of the agent login every day, such as the number of logins, the number of logouts, the login dura…[Deleted User] 39 views 1 comment 0 points Most recent by LuukS Reporting & Analytics for B2C Service
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Tier1 Univ Sessions == session_summary.tot_sessions ?Content Hi all. Are the Tier1 Univ Sessions presented in the License Compliance Dashboard the same as those counted in session_summary.tot_sessions? I see a lot more ses…Sebastiaan Draaisma-122509 45 views 2 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service -
Historic SnapshotSummary Opportunity Snapshot reportContent Hi, I've built a BI report using the subject are Sales - CRM Historical Pipeline for opportunity snapshot. The report is worki…User_2025-01-28-20-44-09-129 27 views 1 comment 0 points Most recent by User_2025-01-28-20-44-09-129 Sales
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Count recieved emailsSummary Report or method to count emails recieved from specific email(s).Content Hello, I am looking for a report that counts emails from a specific email address. Or if…User_2025-01-31-15-59-32-198 28 views 3 comments 1 point Most recent by User_2025-09-05-00-11-37-622 Reporting & Analytics for B2C Service
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Limit number of records to 1Summary Limit number of records to 1Content I have 3 columns Date,Calls Presented,Calls Answered. I want to display busiest day in a year. 1. I have sorted the call pres…User_2025-02-03-16-53-11-440 55 views 9 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Report email schedule set upSummary email not being sent to the recipientsContent Hi all, I have set up a report to run once a month and to send an email to a couple of recipients. The problem is t…Lau 54 views 5 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Report to Display the Distribution List for a RuleSummary Report to Display the Distribution List for a RuleContent Is there a report or has anyone created a report to show the Rule Name and a list of who the rule alert…JLFolkman 20 views 3 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service
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Audit Log Report - Who & Description ColumnSummary Audit Log Report - Who & Description ColumnContent Normally contact registered through online, audit log who field shows member. if contact is created in the con…User_2025-02-03-16-53-11-440 62 views 5 comments 0 points Most recent by Sebastiaan Draaisma-122509 Reporting & Analytics for B2C Service