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Reporting & Analytics for Sales
Discussion List
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Error: Report data size exceeds the maximum limit under the free memory threshold**This post was created as part of a How to Service Request (SR) Release: 23A Summary: There are Bi jobs to export data from CX Sales to an external server, every two ho… -
How to fetch a list of users linked to Account/Account sitesSummary: How to fetch a list of users linked to Account/Account sites. Content (required): How to fetch a list of users linked to Account/Account sites. The ask is to fe…
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How to send HTML content email using OTBI agentSummary: Not able to send an email which include html tags and image contents to be scheduled and sent over agents in OTBI Content (required): Version (include the versi… -
How to use BICC extract to export Sales to external bank?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to use BICC extract and create a connection with an external b…Deborah Bourgeois-Support-Oracle 84 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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Using deep link with Workspace and being able to open a record from the tabI am doing a POC for a customer for the following requirement: I have a report showing Customer Name and Activities for that customer. I want to click on the account nam…
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Why is my new custom field not showing in BI?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: I have created a new field 'NewField_c' in the 'Object_c' custom o…Ionel Spaloghe-Support-Oracle 76 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle -
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Attachment ReportIs there a way to create a report on Account Attachments? Want to create a report that shows the Account and Attachment Name.
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How to insert page breaks for report PDF print out?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How To: 1. Insert page break in the narrative between accounts 2. …Deborah Bourgeois-Support-Oracle 118 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to create a report to show opportunities for the logged in user territory hierarchy?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to create a report to show opportunities for the logged in use…Deborah Bourgeois-Support-Oracle 62 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to give user friendly names to Custom Subject Areas when using queries on Data Model?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to give user friendly names to Custom Subject Areas (CSA) to m…Deborah Bourgeois-Support-Oracle 74 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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BICC - Fivetran integration: Datastore is inactive**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: We are trying to integrate BICC with 3th party application Fivetra…Ionel Spaloghe-Support-Oracle 64 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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BIP Bursting - Unable to send more than 10000 payslip emails from sender due to Outlook restrictionSummary: Problem Description --------------------------------------------------- 1. We have the Pay slip communication Data Model and Report 2. While running the report …User_2025-12-05-01-03-06-365 117 views 2 comments 0 points Most recent by User_2025-12-05-01-03-06-365
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Select query not giving desired resultSummary: I'm using below query but it is not giving desired result Content (required): The use case is to fetch the Email ID and subscription number of the contact assoc…
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Trendline Function exampleWhat does the trendline function shows? Do you have an example of how it works? We have this formula: TRENDLINE("Pipeline Facts"."Opportunity Revenue", ("Time - Addition…Syed Misbauddin-Support-Oracle 13 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle -
ESS Job linked with Report giving errorSummary: ESS Job linked with Report giving error: "Report definition not found:My Folders/Drafts/TestRenewalReport.xdo" Content (required): ESS Job linked with Report gi…
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Last 7 days or week query - Looking to query for Opps, Contacts or Accounts updated in last 7 daysSummary: I am trying to generate reports on Opportunities Created or modified in last 7 days - or "Last Week". Also, I want to do the same with Contacts and Accounts cre…
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Reporting by Sales Reps for their Accounts and the activity in their accountsSummary: I am looking for a report that would enable the Sales Manager to drill into a Sales Rep, then see a summary of their accounts, then select on an account and see…
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How to combine two rows of text data into a single column in OTBI?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: How to combine two rows of text data into a single colum…Priscila Terazawa - Support-Oracle 644 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
User Organization Hierarchy Based LoginSummary: User Organization Hierarchy Based Login Content (required): when using User Organization Hierarchy Based Login is equal to / is in @{NQ_SESSION.USER_PARTY_ID}, …Cyrille Saulnier-Oracle 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
Can the Notification Preferences of all users be found through reporting?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is there a way to obtain for all users, through reporting, the inf…
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Is there a way to capture the details when the user views the data in sales objects?**This post was created as part of a How to Service Request (SR) Release: 22C Summary: If the user login to the system and accessed the sales object and does not perform…
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BICC: How can we identify OOTB Data Stores and the containing data?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We need to identify a Data Store from which we can extract the loc…Ionel Spaloghe-Support-Oracle 56 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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How to Send an Email with report attachment?Question : How can an email notification be sent to the opportunity owner with all the opportunity details at the same time? **This post was created as part of a How to …
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Subtab Analytics for BI report Parameter passed not generating correct report**This post was created as part of a How to Service Request (SR) Summary: Request is to have on custom entity Project show Account, Opportunity and Opportunity Team for …
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Logic of "Opportunity"."# Days in Stage"**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Would like to know what id the logic of "Opportunity"."# Days in S…
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Is it possible to create a cross subject area report using a CX Sales and Incentive Compensation SA?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is it possible to create a cross subject area report using a CX Sa…Priscila Terazawa - Support-Oracle 23 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Analytics: Infolets Limitation**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is there any limitation of indicators to add within the Infolets s…Ionel Spaloghe-Support-Oracle 44 views 4 comments 0 points Most recent by Ionel Spaloghe-Support-Oracle
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How can I create reports with 2 different CSA**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: I am trying to create a report using 2 different custom subject ar…Ionel Spaloghe-Support-Oracle 32 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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How can I generate a report that has a manual quota amount set for each rep and pull that into a repSummary: I don't have territories and Quotas setup yet. I wanted to see how to generate a report that allows me to set a static amount for a sales rep and then pull in t…