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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Filter - AnalysisSummary Filter - Leads created in the current weekContent Hi all, Do you know how to add a filter to an analysis (OTBI) so that it only brings the Leads created in the c… -
Split BIP Report output (CSV) in to multiple filesSummary Split BIP Report output (CSV) in to multiple filesContent Hi Experts, We have a BIP Report that outputs a csv file and produces millions of rows. The output file… -
Amount field in Sales - CRM Opportunities and Products Real Time subject areaContent Hi team, I am using Sales - CRM Opportunities and Products Real Time subject area and I want to get the Amount value. In what subject area can I find it or what … -
"Sales - CRM Sales Activity"."Business Unit"."Business Unit Name" is nullSummary I am trying to do an Activities report but the Business Unit Name field is nullContent I am using the subject area "CRM - CRM Activity Real Time" but when I adde…
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How to embed hyperlink from OTBI report - data column field into Apps Composer CRM custom formSummary I need the ability to drill into some Custom App Composer CRM data from a Dashboard Report on that data set. Non Standard Oracle Cloud App FormsContent I need th…User_2025-01-30-01-01-15-242 38 views 2 comments 0 points Most recent by User_2025-01-30-01-01-15-242 -
Combine reporting on Incentive Compensation attainment, participant details, and plan assignmentsSummary Looking for help with ideal subject areas and tips/tricks to report on three areas simultaneously: achievement, participant details, and plan assignments.Content…User_2025-02-01-07-27-35-188 22 views 2 comments 0 points Most recent by User_2025-02-01-07-27-35-188
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Pulling reports dataContent Hi, Is there ways to pull data from BI report say Opportunity Report using any API and push to staging tables from the external application. I have requirement t… -
Knowledge article view fact returning 0Content We have an OTBI report listing all of our knowledge articles and have included the # of article views fact from the Knowledge Management - Article Summary Histor…
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Set Default Selection of Owner Prompt to Currently Logged-in UserSummary Set Default Selection of Owner Prompt to Currently Logged-in UserContent Hi, I want the currently logged-in user to be the default selection of Owner prompt I cr…User_2025-07-18-06-07-44-367 54 views 3 comments 0 points Most recent by User_2025-07-18-06-07-44-367
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Sales Rep Activity ReportContent Hi, Is there any seeded OTBI report to view activities performed by Sales Rep with the date range. Activities includes accounts, appointment, task, leads, opport…
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Brokerage Security within ICMSummary Brokerage Security within ICMContent How can you apply security within ICM? We have a requirement for only certain people to see certain brokers, can you do that… -
Subject AreaContent Hi, I have created 2 custom fields in oppty. 1. Is there a way to get the custom fields in Standard Subject Area? 2. Is there a way to clone the Standard Subject…Mohana Gopal S-Oracle 34 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
Error in publishing custom subject areaContent Hi, Found the error as attached in the screenshot Thanks
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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… -
Alternative Solution To Using User Organization Hierarchy Based LoginSummary Alternative Solution To Using User Organization Hierarchy Based LoginContent Hi, We're having issues with using User Organization Hierarchy Based Login filter in…User_2025-07-18-06-07-44-367 79 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Send report to FTP serverContent Can we automate BI report to be sent to FTP server? Using Oracle Sales cloud version 21A Use case: We need few reports created using analysis or BI publisher to …
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CSV extract is showing date/time in UTC timeContent When the report is extracted to CSV format the time is shown in UTC time, is there a way we can convert the time to show Sydney time considering the daylight sav…User_2025-02-04-10-48-17-393 29 views 5 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle
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OTBI Analysis - collapsible/expandable rowsContent Hello Team, I have requirement to prepare analysis with collapsible/expandable rows (similar like in hierarchical column). Bisuness case i have Owner------------…
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Configure option in Workspace Infolet MissingContent Hi, In DEV environment (Orange) I was able to see the Configure option, but in Production (Blue) there was no Configure option available for the infolets. How do…User_2025-07-18-06-07-44-367 38 views 2 comments 0 points Most recent by User_2025-07-18-06-07-44-367
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Need Help in Logical SQL for recruiting sysdate time conditionSummary Need Help in Logical SQL for recruiting sysdate time conditionContent Hi Team, I am trying to add a new filter condition like "and TRUNC("Recruiting - Recruiting…User_2025-02-01-03-43-13-079 41 views 1 comment 0 points Most recent by User_2025-02-01-03-43-13-079
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Refresh to load content - How to remove this message from first load of Sales Infolets in homepageSummary Refresh to load content - How to remove this message from first load of Sales Infolets in homepageContent Hi, During first load of OSC, there's a message at the …
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OOTB Sales and Service Report ListSummary a list of all OOTB OTBI reports for CX sales and B2B Service cloudContent Hi, Can anyone help me out with a list of all Out of the Box Oracle CX Sales and B2B se…
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how to define a prompt to get Sales Manager and his reportee manager and reportee salespersonContent Hi All, We have a scenario, where in one sales manager has salespersons and other sales managers as reportees. Now, we are trying to build a dashboard prompt, wh…
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"Only quota contributing revenue is considered" - What does this mean?Summary "Only quota contributing revenue is considered" - What does this mean?Content Hi, I'm looking at the documentation of Pipeline Detail Facts and all metrics and m…User_2025-07-18-06-07-44-367 32 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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Cannot Access Workspace InfoletsSummary Cannot Access Workspace InfoletsContent Hi, I've already set the profile option ZCA_ENABLE_ADAPTIVE_INFOLETS to Yes and added ORA_ZBS_SALES_ADMINISTRATOR_JOB to …User_2025-07-18-06-07-44-367 50 views 4 comments 0 points Most recent by User_2025-07-18-06-07-44-367
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Documentation for Sales - CRM Pipeline Facts 11.1.1.9Summary Documentation for Sales - CRM Pipeline Facts 11.1.1.9Content Hi, Is there a documentation for Oracle Business Intelligence 11.1.1.9 subject area metric measures?…User_2025-07-18-06-07-44-367 50 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
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Get latest notes in OpportunityContent Hi, I am using Sales - CRM Opportunities and Products and Sales - CRM Opportunity Notes and able to bring the notes created against the Opportunity. Suppose if I…
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Merge Values Created By Duplicate Sales Stage NameSummary Merge Values Created By Duplicate Sales Stage NameContent Hi, I created an analysis in OTBI and the Sales Stage Name is creating two sets of # of Opportunity Val…User_2025-07-18-06-07-44-367 39 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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Custom Subject AreaContent Hi, I have published custom subject area after selecting the newly created custom fields but still could not find them while creating new reports For example : P…
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How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…