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Reporting & Analytics for Sales
Discussion List
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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 71 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle -
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 61 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle -
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_2025-12-05-01-03-06-365 121 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 11 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 656 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 51 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 21 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 41 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 31 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…
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Why I am not able to search the Favorites in the 'Reports and Analytics' ?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Not able to search the Favorites in the 'Reports and Analytics' se…Ioana-Pacioianu-Support-Oracle 41 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle -
How to sync the change of username in UI with OTBI agents created by the old username?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer have changed the username and now all OTBI agents created…Ioana-Pacioianu-Support-Oracle 31 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle
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How to set the export option at the bottom of the reports/Analysis/Dashboard?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to make a single Export option at the top for all the reports …Ioana-Pacioianu-Support-Oracle 41 views 2 comments 0 points Most recent by Ioana-Pacioianu-Support-Oracle
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Custom job role: impossible to execute a report even if the custom role has BI Author & BI Consumer**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: I have created a new custom CRM job role. I have added rights via …Ionel Spaloghe-Support-Oracle 211 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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Can we migrate reports/folders and content from 22B version in DEV to Production which is 21D?Summary: Can we migrate reports/folders and content from 22B version in DEV to production which is 21D? Description :- We are planning to migrate our reports/folders fro…Syed Misbauddin-Support-Oracle 21 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to bring information from multiple subject areas on Incentive Compensation?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to bring the columns from these subject areas in the same repo…Andrei Stan-Support-Oracle 51 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Change US week num into ISOWeekNUM**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The week number that is provided in CX is using a US week num. Can…Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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BICC incremental extracts based on BIPSummary: Is it possible to use BIP report instead of the seeded VOs? Content (required): We need to build custom extracts based on BIP report, with incremental option. V…
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Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer… -
Territory Geography ReportSummary: Would like to be able to build a clean Report that shows all the Territories and the Zip Codes associated to each Territory. Zip codes are associated to Territo…