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Reporting & Analytics for Sales
Discussion List
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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 53 views 3 comments 0 points Most recent by User_2025-07-18-06-07-44-367 -
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 81 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 … -
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 27 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 37 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 39 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 27 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 46 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 34 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…
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Custom Account Hierarchy ReportContent How to built the custom Hierarchy report through OBIEE, Please let me know any sample sql query is available. Structure : ___________Corporate Account__________ … -
Is there any rest api to run the report and download outputSummary Rest api for BI analysisContent Hi, Is there any rest api availbe to run and BI analysis and download the output. eg: Lead analyis Regards, Sudheer.
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Customer Details with SiteSummary Looking for Report for Customer Details with Site addresssContent Is there any custom or standard report for Customer details with Site addresses. -
attachment filesSummary Candidates attachment filesContent Hi All, We are working on data migration project and need to know the possible way to download candidate attachments with the …
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The report doesnot show the data for the target and remaining Quota despite of the quota is publishContent So we this report does not show the quota target & remaining -
Time in daysSummary Time in daysContent Can someone help me with a report? I need to show the time in days from when an opportunity is created to the time it is closed. Are there an…
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Custom Object Not visibleSummary Custom Object Not visibleContent Hi There We created a custom object, Custom object was succesfully created Artifcats have also been generated, and custom subjec…
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How to apply permission to custom folderSummary To remove delete privilege from custom folderContent Hi Experts, We want to remove delete privilege from one of the custom folders. Which is nothing but the fold…User_2025-02-06-08-56-18-108 55 views 6 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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Deep link to navigate to opportunity detail pageSummary Deep link to navigate to opportunity detail pageContent Hi, I have a requirement wherein Sales Rep need to navigate to individual edit opportunity page by clicki…
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Rolling Last Day of each Month ReportingSummary End of Month ReporitngContent We have a requirement for an end of the month report. It should show all closed Opportunities and Revenue on a rolling month to mon…
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Pass Binding Parameter to Embedded OTBI Analysis on Fusion pageSummary Pass Binding Parameter to Embedded OTBI Analysis on Fusion pageContent Hi Experts, What is the exact method to pass a binding parameter available on Fusion Page … -
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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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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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