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Reporting & Analytics for Sales
Discussion List
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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… -
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… -
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 … -
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 53 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… -
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 30 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
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 81 views 1 comment 0 points Most recent by Priscila Terazawa - 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 37 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 39 views 1 comment 0 points Most recent by User_2025-02-01-03-43-13-079
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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 46 views 4 comments 0 points Most recent by User_2025-07-18-06-07-44-367
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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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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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"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 26 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to enable Enterprise Calendar and Custom Calendar at PromptsSummary How to enable Enterprise Calendar and Custom Calendar at PromptsContent We have use case where in our customer has "Enterprise Calendar" defined (01-Jan to 31-De…
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Contract Start Date and End DateSummary Contract Start Date and End DateContent Hi, I am building analysis report on Enterprise Contract please help me to locate Contract Start Date and Contract End Da…
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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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Embedding a BIP reportSummary Embedding a BIP report in the tool with all the functionalityContent Hello, Does anybody know... When you embed a BIP report into the Operational tool, does it c…
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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 46 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
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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 34 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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Default record countSummary Exceeded configured maximum number of allowed input recordsContent Hi All, When I run a analysis report without any filter, I got this error, Exceeded configured… -
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…
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Custom Account Hierarchy ReportContent How to built the custom Hierarchy report through OBIEE, Please let me know any sample sql query is available. Structure : ___________Corporate Account__________ … -
Time folder in BI the date/quarter/year is different that the values seen in effective close dateContent After migrating data we changed the effective close date and migrated the data again but now the time folder in BI locked the first date of the migration and it …
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subject area for hierarchySummary subject area for hierarchyContent Quick question - Is it possible to create a CSA for hierarchy in CX Sales? Version 20A
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Is it possible to customize the output csv file name after job in BICCSummary How to customize the zip file and CSV file after In BICC extract jobContent Hi All, Im exporting fusion application data to OCI using BICC, the file is generatin…
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Is there any rest api to run the report and download outputSummary Rest api for BI analysisContent Hi, Is there any rest api availbe to run and BI analysis and download the output. eg: Lead analyis Regards, Sudheer.
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Customer Details with SiteSummary Looking for Report for Customer Details with Site addresssContent Is there any custom or standard report for Customer details with Site addresses. -
The report doesnot show the data for the target and remaining Quota despite of the quota is publishContent So we this report does not show the quota target & remaining