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Reporting & Analytics for Sales
Discussion List
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Marketing - CRM B2B Customers Subject AreaSummary: Marketing - CRM B2B Customers Subject Area Content (please ensure you mask any confidential information): Hi Team, I am looking for details on "Marketing - CRM … -
Hero Templates & 25B Roadmap – Setup Guide for Sales DashboardsHi @Piyush Jain I saw mention of Hero Templates being enabled as part of the 25B update, specifically in relation to the Sales Dashboard. Could someone from the Oracle t…
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25B Sales Dashboards ConfigurationSummary: We went through one of your demos in below link for 25B. We want to create a dashboard like this, but we are unsure where to start. After enabling hero template…
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Is there a functionality called 'Active Primary Key' that retrieves a list of primary keys in a PVO?Summary: Is there a functionality called 'Active Primary Key' that retrieves a list of all primary keys in a PVO? we will be using this for performing soft deletes in ou…
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"Redwood Reports Showing Partial Quota Data – Need Full Quarterly & Annual View"We have uploaded the Quota data for all four quarters in Redwood. However, when we try to fetch the reports, we are only able to access the data for the current quarter …
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Not able to add Metric card to sales dashboardSummary: While personalizing the Redwood Sales Dashboard, there is option to add KPI metric card when trying to add the metric the metric card is not getting added. Afte…
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Is there a button we need to enable for Custom View ObjectsSummary: Can we confirm if there is a button or something we need to enable for Custom View Objects to be automatically added on the BICC Data Store list? Content (pleas…
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Unable to Use Dynamic URL with EL Bindings in Action and Links (Application Composer)We are trying to implement a dynamic BI Publisher report URL in a Sales Opportunity page. The goal is to pass parameters dynamically using EL expressions (e.g., #{bindin…
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I have created an OTBI report in which customer name is promptSummary: I have created an OTBI report in which customer name is prompt but the LOV contains all the parties instead of customer only How to restrict that LOV? Content (…
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User Login ReportHi, we have received a request from the customer who needs a report listing all users who have not accessed Oracle Fusion for more than one month. We have written the fo…
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Searching on HZ_ORGANIZATION_PROFILES_Hi all we need to create a report, to run weekly, that searches for Accounts/Organizations on which a specific field changed in the last week. Any idea how to avoid a FU…
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BIP delivery destination to MS Sharepoint or OneDriveSummary: Hi, If I need to deliver the report directly to MS Sharepoint or OneDrive, what delivery channel should I use? For example, HTTP, WebDAV? Thanks, Adam Content (… -
We are unable to restrict the Users Bi report access for Fixed AssetsSo the requirement we are looking at is to extract the FA_books related information on base of Security roles for an user at BU or org . We are unable to restrict the Us…
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August 6th webinar: Build Exceptional AI-Driven Customer ExperiencesCX expectations are higher than ever, with 24/7, first-time resolutions now the baseline. But with digital engagement outpacing human capacity, how can you keep up? Orac… -
How to check if there is a scheduled refresh on PVO in BICC?Summary: We need to check if there is a scheduled job that runs for a PVO to Full Refresh. Content (please ensure you mask any confidential information): Version (includ…
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How to enable Support Incremental Checkbox on a PVO on BICCSummary: How to enable Support Incremental Checkbox on a PVO on BICC? We currently do not have the option to enable this. Content (please ensure you mask any confidentia…
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Redwood Sales Dashboard - Default Metric Cards and Section LayoutsIs there a way to change which Tab/Metric Card opens by default when the Sales Dashboard is accessed? Mine defaults to "My To Dos" even if it isn't the first Metric Card…
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Customer wants to have email and in-app notifications for Sales reports to be sent to team membersCustomer wants to have email and in-app notifications for Sales reports to be sent to team members. How can this be achieved?
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Query for Account Profile DataNeed support to get the information in the screenshoot… CRM Account Profile. thanks
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Email option in DashboardsHi All, We have developed couple of dashboards and we have scenario to share it across with some users through emails on demand. We are trying to look for enabling the '…
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R13.x CX BI Cloud Adapter BI View Object to Database Lineage Mapping SpreadsheetSummary This posting includes R13 CX BI Cloud Adapter BI view object to database lineage mapping. Content This spreadsheet is published by Oracle BI Cloud Adapter Develo…
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Need BI Report to get total Payout amounts per plan components in SalesSummary: Hi Experts, We are looking for BI Report to get total Payout amounts per plan components, the sum needs to group by based on Plan Name , Component Name, Perform…
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How to create custom alerts in Oracle Fusion as like in EBSSummary: Requirement is whenever transactions created on put away screen then Alerts should trigger. Is there any feature that can use in Oracle fusion. As per my analys…
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What is the Subject Area to retrieve Invoice DetailsSummary: We are currently retrieving invoice details using a DM (Data Model) report with the SQL query provided below. Now, we want to create an Analytics Report using a…
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Query to get Sales order line with Kit item like 1.1..2Summary: Please help me determine if a Sales order line is a Kit item and the line number should display as 1.1.2, 1.1.3, etc. Content (please ensure you mask any confid…
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Is there a way to extract Active Primary Key for View Objects in BICC by batch?Summary: We would like to confirm if there is a feasible way to extract all Active Primary Key for every available View Object in the Data Store List by batch? Currently…
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How to optimize SQL query on MOO_OPTYSummary: A BI Report must extract daily a specific set of specific opportunities Content (please ensure you mask any confidential information): We want to query on MOO_O…
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BI Report: multiple filters return no results but when filters used individually returns recordsSummary: I have a BI report relating to Opportunities. I'm using 3 subject areas and one is a custom subject area, a group initiative that allows us to group opportuniti…
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Specific information regarding the UCM (Universal Content Management) folderSummary: Requesting for some specific information regarding the UCM (Universal Content Management) folder that we are currently working with. Accessing View Object Files…
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OOTB Subject Area and Custom Subject Area crossedIf OOTB Subject Area and Custom Subject Area have crossed, Is there any support to see if this can be done?