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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Number of users - evolution month by monthSummary Identify how many users we have on the platform on month by month basisContent Hi We would like to monitor the evolution of the number of active users on a month… -
Reporting on NotesSummary How can we report on notes created in Sales Cloud?Content Is it possible to report on the notes created against an opportunity or an account? Example attached Th…Cyrille Saulnier-Oracle 37 views 2 comments 1 point Most recent by Priscila Terazawa - Support-Oracle
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BIP report csv exportSummary BIP report csv exportContent The problem is that BIP report will export to csv with all columns from data model in random order even if I only select 1 column fr… -
Export Option for OOB Dashboard / ReportsContent Is there a way to enable the export option for the OOB Dashboards / reports without cloning / creating new one? Thanks, Mohan -
R13.18A OTBI BI Catalog LockdownSummary With 13.18A release customers will no longer be able to modify the shipped BI catalog content.Content R13.18A OTBI Product Alert This product alert is published … -
Opportunity Sales Stage NameSummary How to retreive previous "Sales Stage Names"?Content Hello, I have a requirement in which I need to highlight all "Sales Stage Names" that have been assigned to …User_2025-02-04-17-55-40-189 40 views 6 comments 0 points Most recent by User_2025-02-04-17-55-40-189 -
Report sent by emailSummary The links to the opportunity is not working on the email users receiveContent Hi We have created an agent to send users with a list of opportunities they need to…
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Filter by Territory in Sales - OTBIContent Hi all, I have a couple of analysis for users with Sales Manager role. I need to add the "My Territory" filter to one of them and the filter "My Territory hierar… -
R20 Direct Database Query decommisionSummary Create Data modelContent We have a Deal Registration analytics done via Data model due to the Submitted Date field SUBMITTED_DATE is formatted as DATE only. Whil…
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BIP BurstingSummary BIP BurstingContent Hi, I have a requirement to send report output to different owners with the email attribute in the table. Here is what I did, 1. Create a BIP…
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Rel 13.19B User Adoption Object ActivitySummary With Rel 13. 19B Users will be able to report on User Adoption for object activityContent User Adoption CRM – An Overview User Adoption Metrics helps CRM Stakeho… -
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Setting Up "Act As" Function in Sales Cloud OBIEESummary Requirement for Sales Manager to "Act As" direct reports when pulling certain reports in OBIEEContent I have a request for Sales Managers to be able to log into …User_2025-01-25-04-04-14-363 27 views 2 comments 0 points Most recent by User_2025-01-25-04-04-14-363
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Best Practice Resource Center for BI Reports and Analytics for CX SalesSummary Go to the BI Reports and Analytics Resource Centers to get Best Practice materials to help you create and manage reports.Content The BI Reports and Analytics Res… -
Drill Down to OpportunityContent Hi, I have created report for Opportunity and once drilled down I would like to open the Opportunity Page to view entire details of an Opportunity. How can this … -
Import AnalyticsContent Hi, I have analytical reports which I would like to export from TEST and import to PROD instance. Kindly suggest me the steps Thanks
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Territory Hierarchy ReportSummary Report that shows the Territory hierarchy and associated employeeContent Hi Community, Please advise if there are any Territory Hierarchy Reports available and d…
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Filter users based on roleSummary How to filter users based on roleContent I want to filter a list of users based on security roles, e.g. show all users who have the Sales Administrator role. Wha…
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BI Report using web service APIContent Hi, How can I use web service as source for developing BI report? Thanks
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R13.19A OTBI Direct Database Query Privilege ChangeSummary In R13.19A OTBI direct database query has been disabled by default. To prevent reports generating system errors, BI Administrator can modify BI privileges to rev…
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OTBI Customer SurveyContent Oracle BI development is planning OTBI feature improvements. To better understand SaaS customers’ reporting needs, usage and requirement gaps, we are conducting …
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Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeSummary Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeContent Please Note: This notice does not affect BI Publisher SQL data models and r…
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Expected Close date as Quarter and YearSummary How can I show the Expected Close Date as a Quarter and Year?Content Hello, Our Opportunities have an expected close date. I want to convert that from MM/DD/YYY …
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Display Link as a ButtonSummary Link is looking different in OBI and Sales CloudContent Hi I have built a link in a dashboard using SectionButton as a custom CSS. It displays well when I test t…
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System Usage By Resource HierarchySummary How to report on system usage by Resource Hierarchy in "Sales – CRM Resource System Usage" subject area.Content The technical white paper attached to this postin… -
Refresh Subject AreaContent Hi, I have created new custom fields on the existing custom objects but could not find them in the subject area created earlier. Please guide what need to be don…
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Any way to hide settings button on dashboards for employees?Summary Any way to hide settings button on dashboards for employees?Content Hi dears; Is there any way to hide settings button on dashboards for employees by role or som…Pablo Martinez de Villa De las Heras 27 views 2 comments 2 points Most recent by Pablo Martinez de Villa De las Heras -
Future Dated ActivitiesSummary Show me only the Opportunities that don't have a future dated activity addedContent Hello, I'm struggling to think through how to do this. Here is the business p…
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Create report with 2 data sourcesSummary report with 2 data sourcesContent Hi, We'd like to create a report with data from CX Sales database and data from Web Service. These two data sources will have a…
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Future Dated ActivitiesSummary Show Opportunities with Future Dated Activities tied to themContent Hello, Our Sales Leaders require our Seller's to have at least one future dated activity on e…