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Reporting & Analytics for Sales
Discussion List
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Priscila Terazawa - Support-Oracle 24 views 1 comment 1 point Most recent by Priscila Terazawa - Support-Oracle -
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 … -
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 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):… -
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… -
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 … -
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… -
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… -
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…
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OTBI analysis for count of lead createdSummary: Hi, I want to create an analysis to show all the names of users in a branch and count of leads created by them. Could you please help me to create this analysis…Anjanah Ganapathy G S S 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Problem in query that returns information from Oracle customers by siteSummary: My query should have only the records that were modified in sysdate SELECT /*********hz_parties******************/ hp.party_id, hp.party_name, hp.jgzz_fiscal_co… -
Query to get customer contacts by siteSummary: Query to get customer contacts by site Content (please ensure you mask any confidential information): Hi, I am trying to fetch AR Customer contact information w…
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What is the Fusion documentation for TCA? Only finding EBSSummary: Looking for Fusion documentation on Trading Community and only finding references to EBS. Is there a delta between EBS and Fusion? Is it still referred to as TC…
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Can't generate visualization The criteria used for the visualization doesn't return any data.Summary: I’m trying to configure the sales dashboard in Oracle Fusion CX Sales, but I keep encountering an error message stating that “no data is available.” Despite thi…
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How to limit prompt values to values displayed on analysis - OTBISummary: I'm building an analysis using the "Incentive Compensation - Attainments Real Time" subject area. One of the prompts in the dashboard that includes this analysi…
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PublicReportService - generateReport failedWe have a report in this path: /Custom/Customer Relationship Management/Data Warehouse/Res/Informes_Parametros/SpaceConfigurationDS_Analisis.xdo We reviewed the permissi…
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Rel 13.20B User Adoption – Object Activity and Resource System UsageContent User Adoption metrics help CRM stakeholders continuously measure the success of their CRM implementation. Using these metrics, CRM business leaders can obtain cr…
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Drill Down is possible in express reports in Redwood Sales?I am not able to see option to select drill down in express reports in redwood whereas option is available in Visualization Configuration.