To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Reporting & Analytics for Sales
Discussion List
-
BICC View Object encountering errors on extract.Summary: We would like to seek assistance on this Issue. BICC Extract is failing and upon investigation, removing the Role Code column in View Object ResourcePartnerPVO … -
Freezing of Headers in a Pivot TableSummary: We have this analysis showing multiple records. Is there a way to freeze the pivot table header view in this dashboard? We have checked Oracle documentations an…
-
Multi Select field in UI returning Lookup Code in OTBISummary: We have this field in Sales UI having an FCL multi select in Division custom field. We have tried to add DESCRIPTOR_IDOF in this field however it is showing bla…
-
Send custom report to Microsoft SharepointSummary: A custom report needs to be scheduled and sent to MS share-point. Content (please ensure you mask any confidential information): We have a custom BIP report tha…
-
How to schedule a BI Weekly run of scheduled reportsSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
-
-
BI Publisher - Roles to Cancel Scheduled Job ReportWe are trying to cancel/delete an active scheduled job report. What are the roles we need to have the privilege to cancel the report job?
-
CX SaIes CDM: Is it possible to create a custom table in backendSummary: We have a requirement in CDM to create a custom table in ERP backend in order to maintain a relationship which currently does not exist in ERP. If this is possi…
-
SaaS UCM retention period and Storage LimitSummary: What is the Oracle SaaS (HCM, ERP, Cx) retention policy and storage What is the Retention policy of fusion UCM? What is the storage capacity in UCM? Can we have…
-
How to get the login statistics for Mobile app logged-in UserSummary: We want to capture the Mobile User's logged-in Device name, IP address, Login Time, Logout time etc. In the current Subject area "Sales - CRM Resource System Us…
-
BICC can output be csv formatSummary: BICC can output be csv format Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Fusion …
-
How can I dynamically count a column in OTBI?Summary: Hi, In OTBI, how will I be able to get the count dynamically per year when the data type is string, and the sample value is "ABC 2024". Here is my theory but it…Ivony Ann Paula Salango 57 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
-
DCL on OOTB Object doesn't show in OOTB subject areaSummary: Hi, I create a custom DCL on Activity Object. When I check the standard subject area (CRM - CRM Activity Real Time), I don't see this DCL in Activity Extension … -
Analysis Close Ratio by Trailing 12 MonthsHello, We are trying to create a dashboard that will show the close ratio - win vs loss - of each month as a trailing 12 total. We are looking to have the months as the …
-
CDM: Unable to find hierarchy fields in Fusion back end tablesHello, In a requirement we are creating hierarchy in CDM through the import management. We are required to create a report based on the fields in the import Hierarchy an…
-
How to fetch the Covered Levels of a Subscription using querySummary: How to fetch the Covered Levels of a Subscription using query Content (please ensure you mask any confidential information): How to fetch the Covered Levels of …
-
Reports APII am looking to get Rest API to get folder contents of Report Path Mentioned in Report and Analytics Catalog. I have found the SOAP API but it is using Username and Pass…
-
What is the REST API to upload a file to Content Server? What will be the end point url for this?Summary: What is the REST API to upload a file to Content Server? What will be the end point url for this? Content (please ensure you mask any confidential information):…
-
Remove column header in BIP csv outputSummary is it possible?Content Quick question - Is it possible to remove column header for BIP csv output with configuration? I saw this MOS doc. I wonder if there are o…
-
Create Analysis Report for Marketing Interactions with Account informationDear Community, we are trying to create an analysis report for Marketing Activities linked to various Contacts but it's hard to find a good subject area that works corre…
-
Can a Vanity URL be setup for the OTBI or BIP ReportsSummary: One of the requirements is to have a Vanity URL setup for accessing the OTBI/BIP reports from external source. Content (please ensure you mask any confidential …
-
Cx - Dashboards are unable to be linked with or bring in.Summary: When a dashboard is filtered using Opportunity Number, automatically all the dashboards should get generated individually but not as a list form as shown in the…
-
Cx - Are predefined templates available for Sales in OTBI?Can we have predefined templates available for Sales in OTBI.
-
Cx - Can we develop blocks using OTBISummary: Can we develop the report by the following design using OTBI. Content (please ensure you mask any confidential information): Version (include the version you ar…
-
User Adoption Insights - Preconfigured Sample Reports in OTBISummary Sample reports for user adoption insights in OTBI are available with attached .catalog fileContent Oracle CX Sales has received requests to provide pre-configure… -
Data access issue with HZ_LOCATIONS tableSummary: I am trying to troubleshoot an issue with a custom BI Publisher query. The report works just fine for some users, but for other users it never finishes and time…
-
My Team's Leads Tile - OOTB report is not showing proper data to the managers.Summary: My Team's Leads Tile - OOTB report is not showing proper data to the managers. Do we need to run any job? Path Sales/Embedded Content/ Sales Manager . Could you…NikhilSamudrala-Oracle 21 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
-
Last activity date w/ owner of last activity by accounts reportWe have a number of reports on our OTBI Dashboards that looks at last activity by account by a few different categories. Recently we've felt that bringing in the name of…
-
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 -
BI Report Migration Not Captured in Audit LogSummary: We have noticed that some of the custom BI report and data model migrations are not captured in the audit log. The same functionality is working for the same us…