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Reporting & Analytics for Sales
Discussion List
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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 -
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 -
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 -
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 -
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…
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how to Display a Report in an i-Frame in OCS home page on click of an icon?Summary: Our requirement is to display a custom BIP Report inside sales cloud. The Report should be displayed inside sales cloud on click of an icon in home page with re…
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Do analyses run with Agents log to "OTBI Usage Real Time" subject area?Summary: Do analyses run with Agents log to "OTBI Usage Real Time" subject area? Content (required): Version (include the version you are using, if applicable): Code Sni… -
Proposed/Calibrated Rating (Recent & Historical)Summary: Hello, Good day! I have a requirement which is to pull the proposed rating (recent and historical) in one report but different column for recent and other colum…
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"Total Amount" column in OTBI from Paysheet - ICMSummary: Anyone who knows the exact column name of "Total Amount" in OTBI? This is a field from Paysheets in Incentive Compensation. Tried other existing columns in the …
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Contact Email - Table & ColumnHi, Please share the sql table & column to pull the Contact Id and primary email id. Need to identify the duplicate email ids in the system. Thanks, Mohan
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RTF TemplatesSummary: Hi, Can anyone please provide documents or sample RTF templates for learning or exploring purpose. Thanks. Content (required): Version (include the version you …
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Cloud BI dashboardSummary: Performance issue with dashboard. Content (required): Pivots populate within seconds within the analytic report. However, running through the dashboard it can t…
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Is it possible to customize the service infolets in Analytics section?Summary: Hello, we would like to know if it is possible to customize the service infolets in Analytics section. Also, we would like to check if the data displayed in tho…
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How to Set Date Format to Dashboard Prompt?Summary: How to Set Date Format to Dashboard Prompt? Content (required): How to Set Date Format to Dashboard Prompt? Does the Date Format shown by default is based on Us… -
Default Period Prompt to Current Period (ICM BIP Report)Summary: We have an ICM BIP report where we need the "Period" prompt to be defaulted to the current period. We tried using the SQL below, but it does not reflect correct…
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Sales stage history report - count if revert to a single sales stage twiceSummary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti… -
how to create BIP export into UCM without creating new filesSummary: BIP export to UCM Content (required): Hi All, I schedule a BIP report to export data into UCM location on daily basis. Every day when the file is created to UCM… -
Custom Subject Area not availble to useSummary Custom Subject Area not availble to useContent Hi There, We created a custom Subject area from one of the implementor user who is able to access and produce resu…
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Outer join queriesSummary Outer join within same subject areaContent Hi, I am using "Marketing - CRM Leads" SA to create report on leads. this return only those customer who have leads th…
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Marketing Role Users not able to access Sales Subject areasSummary Marketing Role Users not able to access Sales Subject areasContent We want Marketing role users like (Marketing Manager, Marketing VP) to get access for Sales ob…
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Customer Account with SitesSummary Customer profile reportContent Is there any standard or custom OTBI Report for customer profile including all active sites details. Version 21 C -
Embed BI Publisher Report on Account PageSummary We need to embed a custom BIP Report on Account Page which gives info to users on unpaid customer invoices. I have created a report based on AccountID as paramet…
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Queue not identify accountsContent Hi, I'm experiencing a queuing problem on my team. Only one of them is accessing the service queue. How is this possible? How can I assign everyone to the same q…
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How to do the linking of Tax Reporting Type CodeSummary Linking of Tax Reporting Type Code during running the service for European Sales Listing ReportContent Tax Reporting Type Code option is not showing any value to…
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Employee Hierarchy - Fixed Hierarchy Level is always zeroContent We have loaded employees' and managers' data populated in the resource object and running the ESS job to populate the employee hierarchy. I see manager hierarchy…
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Bulk Data Extract from Oracle CX Commerce CloudSummary Bulk Data Extract from Oracle CX Commerce CloudContent We are looking at options for bulk data extract from Oracle commerce cloud service. Looking for options si…