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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… -
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… -
Connect to OAC via a REST serviceHello.I wanted to ask about a feature I need to create for my company.In this case, I need to download CSV files from OAC. I have some reports that were provided to me, …wilberth Canales Romero 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Link Action in the Analytics ReportSummary: The Link Action is not returning the correct result. The URL is not working as expected in the defined parameters. The URL below is directing to another page as…
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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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How to change column sorting in Express Report?Summary: How to change column sorting in Express Report? Content (please ensure you mask any confidential information): The output is always sorted by the first column/g…
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Pull Contacts in the Contacts Report using Account Manager and Regional Manager criteria.Summary: What is missing or incorrect in below queries or approach we are trying to use. Criteria: As an Account Manager when I launch the Contact Report, I would see My…
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How is the ‘Result view’ generated when the same subject area is joined more than onceWhen I create an analysis and report in Oracle Fusion Cloud and include the same subject area more than once, I sometimes see a “Result view” appear as part of the union…
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R13.x CX OTBI Subject Area to Database Lineage Mapping SpreadsheetSummary This posting includes R13 CX OTBI subject areas to database lineage mapping and security roles. Content This spreadsheet is published by Oracle OTBI Development.…
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How do I remove the measure labels from my bar chart so it doesn't show in the legend?I have a horizontal bar chart and have noticed that the "measure labels" is in the Vary Color By section of my chart. I can move it to Group By, Sections, and Graph Prom…
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Seeking Solution: Account Hierarchy Roll-up Report for Leads, Opportunities, and Service RequestsSummary: Hello Community, We have a business requirement to build a comprehensive dashboard or report in Oracle Sales Cloud that provides a consolidated view of Accounts…
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Build BI Report on Contact Deduplication CX SalesOn our instance there are around 20000 duplicate contacts so we want to build a report on Contact Duplication data. Same report output will be send to business for appro…
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How to create analysis to identify contacts with duplicated e-mail?Summary: How to create analysis to identify contacts with duplicated e-mail? Content (please ensure you mask any confidential information): Hi, We're trying to create an… -
Business Intelligence Publisher Bursting to Email upper ThresholdContent Business Intelligence Publisher Bursting to Email upper Threshold Requirement: 50000 Bursting records get selected and they need to be sent as Email Attachment i… -
User Adoption Insights - Preconfigured Sample Reports in OTBISummary Sample reports for user adoption insights in OTBI are available with attached .catalog fileContent Oracle CX Sales has received requests to provide pre-configure… -
Tracking User Role Assignments in Oracle Fusion: Standard Reports and Audit Log CapabilitiesSummary: In Oracle Fusion Applications (not limited to Sales Cloud), is there a standard way or report available to retrieve a list of all users along with their assigne… -
How to retrieve full update history for a specific Opportunity via OTBIThe business requirement is to retrieve all records/updates (audit history) related to a specific Opportunity in Oracle Sales Cloud, using OTBI. Required fields to be re…
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Exporting Report to Data CSV that will used Business View Display Name for Column HeaderSummary: I created a Data Model, in which i update the Business View Display Name as show below However when extracting a report based on this data model in CSV it alway…
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User Access Report (v2) API has only POST command available currentlySummary: One of our clients has requested the GET command for the user access report. Could you please let us know the expected timeline for its availability? Content (p…
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[EPBCS][Metadata]-Identify Parent become Lev0 member post hierarchy changesSummary: “Is there a way to identify metadata, such as a project’s parent member, where a stored property became a Level 0 member after all its children were moved to an…Muni Kumar Vellure-Oracle 3 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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How to build a report to show as when a specific report has been run and at which time?**This post was created as part of a How-To Service Request (SR) Summary: I need to report to show as when a specific report has been run and at which time. Version (inc…Priscila Terazawa - Support-Oracle 54 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
BIP Bursting to object StorageSummary: We have a requirement where we want to schedule BIP report output and store it to object storage . Is it possible burst BIP report to object storage. Also,We do…
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セールスクラウドでBIエージェントを実行できる権限を付与したいセールスクラウドでBIエージェントを実行できる権限を付与したいです。 BIの編集はできないようにしてほしいです。 どうやって制御したらいいですか？ -
Map-based visualizations in OTBIWe are currently working on Sales Reports in OTBI within the Redwood UX environment, and the customer has requested the ability to include interactive maps within the re…
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Contact Report PromptsSummary: Criteria When a user launches the Contact Report the default Contact Owner should be based on the user's role (AM see their contacts) When the Regional Manager …
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Revenue Items Statuses not updating as expectedDescription: We noticed that in the Revenue Items entity the fields 'Revenue Status' and 'Revenue Status Category' are not always updated (with the expected values) when…
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OTBI report with export where it shows only 2 Lakh 50 thousand records in export at maximumCX Sales: In OTBI Analytics, there is currently a record extraction limit of 250,000 records. This restriction is not meeting our reporting requirements in certain cases…
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Which Data Store should be used to get Lookup information from BICC?Summary: Hi, We're using BICC to export data from Sales, however the lookup columns doesn't show the meaning, only the the codes. For example, "BR" instead of "Brazil" o…
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BIのサブジェクトエリアSales CRM LeadResourceでリードのチームメンバーを取得したいサブジェクトエリアSales CRM LeadResourceでリードのチームメンバー全員を取得したいです。 方法を教えてください。
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BIのサブジェクトエリアSales CRM LeadResourceでリードの所有者を取得したいBIのサブジェクトエリアSales CRM LeadResourceで分析を作成しています。 リードのチームメンバーと所有者を取得したいのですが、所有者が上手く取得できません。 方法を教えてくだ…
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How can we disable the option "Export to Excel" and Export to CSV" on the Express reports page?We would like to disable the action to "Export to Excel" and Export to CSV" from this Express reports page. We have checked in Visual Builder studio and also roles and a…