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Reporting & Analytics for Sales
Discussion List
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New! AI Agent Collaboration CenterWe are excited to introduce the AI Agent Collaboration Center – a dedicated space for our community members and Oracle, to showcase, exchange and explore real-world AI A… -
sales dashboard metric currency is always in USD.Summary: We have enabled the Sales Dashboard Metrics (For eg: Pipeline and Team pipeline). This calculates the Sum of all Revenue Amount of the opportunities. This value… -
Why does the contact owner field unavailable in CRM-OTBI?Hello, I need a report that requires contact details that were not associated to any accounts. I am using the Sales - CRM Contacts Subject Area. However, all I can get i…Ivony Ann Paula Salango 6 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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How do i create hierarchy based manager reports on custom objects?Summary: I have custom object created as quote and i wanted to show manager's quotes created by all his subordinates. Content (please ensure you mask any confidential in…
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Reporting Instructions Oracle Fusion Cloud ApplicationsHello Are there any materials, manuals, or instructions available for building Eloqua and Engagement reports (Oracle Fusion Cloud Applications)? I'd like to learn how to…
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Personalized Reports Not Retained for Some Users in Oracle Fusion's Sales DashboardSummary: Hi Community, We’re encountering an issue in the Sales Dashboard of Oracle Fusion Sales Cloud. Users with certain roles are able to use the Edit option on Sales…
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OTBI Report – Notes associated with ActivitiesHello, I am trying to create an OTBI report to retrieve Notes linked to Activities in Oracle Sales Cloud. So far, I found subject areas that allow Notes related to Oppor…
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How to deactivate seeded Visualization Configurations?Summary: How to deactivate seeded Visualization Configurations? Some of them are not in use and should not be exposed to the Sales users if they Personalize their Sales …
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Opportunity rollup amount is showing in USD instead of user currency (CHF, EUR)Summary: Hi all, We are facing a currency display issue on the account page for Opportunity rollup. For a Swiss user, the opportunity rollup value (Sum of open Opportuni…
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How to Expose Customer_Family Name (Not ID) in Oracle CX OTBI Report?Version:- Oracle CX Cloud Summary:- Unable to expose Customer_Family Name in Oracle CX OTBI; only numeric ID appears when using custom DCL field. Content :- We have a re…
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Problem with see result in Sales ForecastWe have followed the configuration guide in the documentation for Forecast. The processes have been programmed correctly and we also have routines for forecast categorie…
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Sales Credit related fields from Opportunity Revenue are not available to enable in BICC extractHi Team, We wanted to enable below fields in BICC for Opportunity revenue but we do not see these fields in Date store- CrmAnalyticsAM.OpportunityAM.Revenue These are st… -
Redwood Oracle Sales Dashboard Content FolderSummary: I am trying to find the folder provided for publishing reports on the Sales Dashboard in the Redwood UI. I am following this document but I cannot see that fold… -
Refresh infoletsHello Is there a process I can run? I have Infolets, but the data doesn't match the data in the workspace; I have a discrepancy in the leads. How can I update or refresh…
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How to enable Support Incremental Checkbox on a PVO on BICCSummary: How to enable Support Incremental Checkbox on a PVO on BICC? We currently do not have the option to enable this. Content (please ensure you mask any confidentia…
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R13.x CX BI Cloud Adapter BI View Object to Database Lineage Mapping SpreadsheetSummary This posting includes R13 CX BI Cloud Adapter BI view object to database lineage mapping. Content This spreadsheet is published by Oracle BI Cloud Adapter Develo…
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Need to automatically trigger the OAC Report (Certificate of Analysis) upon Ship ConfirmationHello Everyone, There is a business need to automatically trigger the OAC Report (Certificate of Analysis) upon Ship Confirmation. Navigation Path for Ship Confirmation:…
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Searching on HZ_ORGANIZATION_PROFILES_Hi all we need to create a report, to run weekly, that searches for Accounts/Organizations on which a specific field changed in the last week. Any idea how to avoid a FU…
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Unable to Use Dynamic URL with EL Bindings in Action and Links (Application Composer)We are trying to implement a dynamic BI Publisher report URL in a Sales Opportunity page. The goal is to pass parameters dynamically using EL expressions (e.g., #{bindin…
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25D Sales Dashboard Drilldown on OOTB Not working once the Custom Metric Card Report is OpenedSummary: I am seeing an issue where I am able to see the Visualization report on click of Custom metric card/tile on Sales Dashboard which I have created but after that …
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best practice to generate a report of emails / interactions for the sales teamSummary: I am looking for the best way to generate a report on emails sent and interactions that are tracked in Fusion Sales I want to be able to see by Sales Resource a…
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Extract information related to custom report names, dashboard names, and data model namesWe need to extract information related to custom report names, dashboard names, and data model names created for an application, along with their paths and specified typ…
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BICC multiple file generation naming convention.We’ve observed that when multiple files are generated in BICC, they are currently being saved with identical names, without any versioning suffixes like _1, _2, etc. Thi…
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Capture OTBI Report LogsSummary: Hello, We have a setup in which an OTBI report is triggered from Oracle Integration Cloud using SOAP APIs. We are experiencing intermittent issues where the OTB…
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BICC - Behaviour on migrations and version upgradesHi, We have some questions about BICC. When migrating the environment, are the jobs, offerings, data store, etc., available in production? Or do we have to create them m…
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Any way to use regex in OTBI?Summary: Is there a way to leverage regex in OTBI in some manner? I have seen methods to leverage it in OBIEE with the following syntax: EVALUATE('regexp_replace("Activi…
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Visualization Configurator isn't displaying the correct dataHello, I’m experiencing an issue with the Visualization Configurator not displaying the correct data. I created a visualization using source data from OTBI, but the sele…
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standard lookup API code snippetSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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OTBI Report to pull Opportunity details with team membersSummary: Need an OTBI report on Opportunity and associated team members Content (please ensure you mask any confidential information): How to expose Opty team members de…
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ORA-01427: single-row subquery returns more than one rowSummary: Hi All, We encountered the below error in a specific report DM both while running the report and within the DM itself. After identifying and resolving the issue… -
Details about Signals to report User Logins via Redwood SalesSummary: We raised an SR before SR 4-0000908263 in which we reported that logins are not being saved for users. We are informed that the Subject area only tracks the log…