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Reporting & Analytics for Sales
Discussion List
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Data Lineage document or BICCC PVO Details for 21B Sales subject Area - OTBIContent Hi Team, We need some data exports from oracle subscription management cloud application 21B. As we see there is additional feature available as part of 20B, whe… -
Weird Subject Area names appearing when using saved column featureContent When we are trying to use ‘saved columns’ we are observing weird subject area name folders in the catalog navigation. We are not able to identify in which folder… -
Add Action Link in Grand Total in OTBI ReportContent Is it possible to add an action link to the Grand Total values in OTBI reports? So we can direct the user to another OTBI report. This is the automatically calcu…
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Activities and Related Activities ReportingContent In 21C, OTBI CX delivered a new subject area "CRM - CRM Activities with Related Activities". This subject area allows users to report on all activities with rela…
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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…
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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 33 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 21 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 58 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 30 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 94 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 41 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 47 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 42 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 41 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 47 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 51 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle