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Reporting & Analytics for Sales
Discussion List
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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… -
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… -
What roles are needed to access the BI Data modelContent Hi, I created a custom role and assigned the roles: BI Administrator Role BI Applications Administrator Duty BI Applications Functional Developer Duty BI Publish… -
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…
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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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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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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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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 -
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 41 views 1 comment 0 points Most recent by User_2025-02-01-03-43-13-079
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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 40 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 46 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
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Merge Values Created By Duplicate Sales Stage NameSummary Merge Values Created By Duplicate Sales Stage NameContent Hi, I created an analysis in OTBI and the Sales Stage Name is creating two sets of # of Opportunity Val…User_2025-07-18-06-07-44-367 36 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle