To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Reporting & Analytics for Sales
Discussion List
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Oracle Customer Excellence Awards - Nominations are OpenYou’ve done incredible work. Now you deserve the recognition. The Oracle Customer Excellence Awards celebrate the very best of business innovation, showcasing how organi…Elise Hymes - Oracle CX-Oracle 13 views 0 comments 0 points Started by Elise Hymes - Oracle CX-Oracle
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Priscila Terazawa - Support-Oracle 41 views 1 comment 1 point Most recent by Priscila Terazawa - Support-Oracle
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Open-source fonts to replace licensed Monotype fonts in BIP and OTBI in 24AIn 24A, open-source fonts will replace the Monotype fonts currently available in Oracle Transactional Business Intelligence. You can use the open-source fonts available …
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How to add lead notes to a reportSummary: We need to add in a report through of subject areas the notes that are recorded on the leads Content (required): How can we add the notes that are related to th…
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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…
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Can I make custom scheduled process to send notification when a condition is achieved ?Summary: Hi, I am using object work flows to send mail notification when the condition achieved, but object work flows must trigger when the record is created or updated…
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How to create a dashboard that shows quota and revenue from a territory ?Summary: We have to create a dashboard that based on a selected territory an month shows the quota and closed revenue. Lets considering the follow territory, quota and r…
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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…
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How to pull data in Power BI from Oracle Fusion/ATP TablesSummary: How to pull data in Power BI from Oracle Fusion Content (please ensure you mask any confidential information): We are looking to pull data in Power BI from Orac…
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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…
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Is it possible to synchronize dashboards so each analysis filter updates other dashboard analyses ?Is it possible to synchronize dashboards so that changing any analysis table prompt updates the other analyses based on the same criteria? Thanks
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Is there any way we can edit visibility of the data labels and legends from Redwood Express Reports?Summary: We have a client requirement to remove data label text from a express report chart. But there is not option to edit (enable/disable) the same. The same express …
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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…
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How to create custom alerts in Oracle Fusion as like in EBSSummary: Requirement is whenever transactions created on put away screen then Alerts should trigger. Is there any feature that can use in Oracle fusion. As per my analys…
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How to create a custom Smart List Analysis/visualization to use in Redwood DashboardSummary: Hi, we need to create a custom Smart List analysis/visualization to use in the Redwood Dashboard. Content (please ensure you mask any confidential information):…
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Pivot TableSummary: Hi, I need help with a report format. Object 1: Contains Question IDs Object 2: Contains Question IDs and Response fields We have a table that includes Question…
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I need to Create a report on a Contact where I have created a custom field for their managerSummary: I am trying to generate a hierarchal report on contacts within an organization. I have created a "Manager" field that links to another contact in Sales. I want …
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Need to build report between Task and Call Report (created via Task Page)Summary: Created a Task > open Task Detail > Action > Create Call Report. So now we have Task and its linked call report. Now we want to create a BI Report which should …
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Redwood Sales Dashboard - Default Metric Cards and Section LayoutsIs there a way to change which Tab/Metric Card opens by default when the Sales Dashboard is accessed? Mine defaults to "My To Dos" even if it isn't the first Metric Card…
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Redwood DashboardsOrganization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): LTIMindTree Description (Required): H…
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How to enable the BI label drop down on a descriptive flexfieldContent Trying to figure out how I can use the BI label field drop down box on the description flexfield segment area when creating a new attribute. Reading the configur…
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Digital Signature in RTF templatesSummary: Hi Team, Could you please advise on how to enable digital signatures in RTF templates that span multiple pages? According to the documentation, it seems we need…
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can we generate report to view how many users clicks on the custom page in oracle fusionSummary: can we generate a report in bi publisher to view how many users views or clicks on the custom page or any page in oracle fusion ui. Content (please ensure you m…
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Creating a Business Unit-Specific Lead and Opportunity Dashboard in Oracle FusionHi Community, I'm working on creating a dashboard in Oracle Fusion CX Sales to provide insights into lead and opportunity performance for specific business units. My goa…
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How to get the SQL of a report made through Subject AreasSummary: We need to extract the source SQL code of a report made through subject areas Content (required): How can we get the source SQL code of a report made by subject…
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How to enable audit log in report and analytics.Summary: Is there any possibility to add audit log in report and analytics? For example: In objects(like Lead ,Opportunity ) there is a field which shows the value of la…
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Table Industries CRM SALESCordial greetings Please help me to identify the table that brings the Industries field data from the account in oracle cloud sales. Thank you
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How to highlight the records with specific colors based on date conditions in OTBI reports.We need to highlight records in OTBI reports based on the following date conditions: Highlight records in green where the create date is earlier than the last update dat…
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Unable to find industry in Account tablesHello, On Accounts we are using industry DCL field on accounts. Business is using the custom defined Classification Category for this industry field. I was able to see t…
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Handling Double Quotes in BICC Data ExportsSummary: Handling Double Quotes in BICC Data Exports Content (please ensure you mask any confidential information): I am encountering an issue with my BICC export proces…
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Changes to DM is not reflecting in FTP Schedule ReportSummary Changes to DM query is not reflecting in FTP scheduled reportContent We have scehdule FTP report based on data model. Recently we made changes to that data model…
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To create a graph chart exactly shared in the screenshot using BIPOrganization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): Mastek Ltd Description (Required): Ca…
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Service Usage Metrics Per User ReportSummary: Service Usage Metrics Per User Report Content (please ensure you mask any confidential information): Hi Could you help me to know if there is any report that pr…