Reporting & Analytics for Sales
Discussion List
-
How to add Sales Dashboards of Next-Gen on Sales cloud SUISummary: Overview of the Sales Dashboard: Salespeople and sales managers can use the Sales Dashboard to review items that need their immediate attention, including upcom…Dimple-Nagesh-Support-Oracle 91 views 1 comment 1 point Most recent by Syed Misbauddin-Support-Oracle -
BICC - Fivetran integration: Datastore is inactive**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: We are trying to integrate BICC with 3th party application Fivetra…Ionel Spaloghe-Support-Oracle 51 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle -
Last 7 days or week query - Looking to query for Opps, Contacts or Accounts updated in last 7 daysSummary: I am trying to generate reports on Opportunities Created or modified in last 7 days - or "Last Week". Also, I want to do the same with Contacts and Accounts cre…
-
BIP Bursting - Unable to send more than 10000 payslip emails from sender due to Outlook restrictionSummary: Problem Description --------------------------------------------------- 1. We have the Pay slip communication Data Model and Report 2. While running the report …
-
Select query not giving desired resultSummary: I'm using below query but it is not giving desired result Content (required): The use case is to fetch the Email ID and subscription number of the contact assoc…
-
How to report on a Text Formula Field in OTBISummary: A new Text Formula field will not show up in Reports and analytics, oracle manual says this is not possible but I'm curious if anyone has found a way around it.…
-
Trendline Function exampleWhat does the trendline function shows? Do you have an example of how it works? We have this formula: TRENDLINE("Pipeline Facts"."Opportunity Revenue", ("Time - Addition…Syed Misbauddin-Support-Oracle 11 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle -
OTBI Customer SurveyTo better understand Fusion customers' current use of and satisfaction with the current reporting capabilities available with OTBI, we would like your help in completing…
-
ESS Job linked with Report giving errorSummary: ESS Job linked with Report giving error: "Report definition not found:My Folders/Drafts/TestRenewalReport.xdo" Content (required): ESS Job linked with Report gi…
-
BICC: Is it possible to extract files in a format different from .CSV?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Is it possible to extract files in a format different from .CSV? I…Ionel Spaloghe-Support-Oracle 61 views 1 comment 1 point Most recent by Ionel Spaloghe-Support-Oracle
-
Reporting by Sales Reps for their Accounts and the activity in their accountsSummary: I am looking for a report that would enable the Sales Manager to drill into a Sales Rep, then see a summary of their accounts, then select on an account and see…
-
How to combine two rows of text data into a single column in OTBI?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: How to combine two rows of text data into a single colum…Priscila Terazawa - Support-Oracle 182 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
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 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle -
subject area for householdSummary subject area for householdContent Quick question - Is there any OOTB subject area for Household? Thanks, Adam -
Can the Notification Preferences of all users be found through reporting?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is there a way to obtain for all users, through reporting, the inf…
-
Filter on blank and future datesSummary Create a filter using SQL expression to show just the null and future dated valuesContent Hello, I have a need to see only the null values and future dates. I'm … -
Is there a way to capture the details when the user views the data in sales objects?**This post was created as part of a How to Service Request (SR) Release: 22C Summary: If the user login to the system and accessed the sales object and does not perform…
-
BICC: How can we identify OOTB Data Stores and the containing data?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: We need to identify a Data Store from which we can extract the loc…Ionel Spaloghe-Support-Oracle 41 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
-
How to Send an Email with report attachment?Question : How can an email notification be sent to the opportunity owner with all the opportunity details at the same time? **This post was created as part of a How to …
-
Subtab Analytics for BI report Parameter passed not generating correct report**This post was created as part of a How to Service Request (SR) Summary: Request is to have on custom entity Project show Account, Opportunity and Opportunity Team for …
-
Logic of "Opportunity"."# Days in Stage"**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Would like to know what id the logic of "Opportunity"."# Days in S…
-
Analytics: Infolets Limitation**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is there any limitation of indicators to add within the Infolets s…Ionel Spaloghe-Support-Oracle 41 views 4 comments 0 points Most recent by Ionel Spaloghe-Support-Oracle
-
Is it possible to create a cross subject area report using a CX Sales and Incentive Compensation SA?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is it possible to create a cross subject area report using a CX Sa…Priscila Terazawa - Support-Oracle 21 views 1 comment 0 points Most recent by Priscila Terazawa - 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
-
How can I create reports with 2 different CSA**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: I am trying to create a report using 2 different custom subject ar…Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
-
How can I generate a report that has a manual quota amount set for each rep and pull that into a repSummary: I don't have territories and Quotas setup yet. I wanted to see how to generate a report that allows me to set a static amount for a sales rep and then pull in t…
-
Why I am not able to search the Favorites in the 'Reports and Analytics' ?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Not able to search the Favorites in the 'Reports and Analytics' se…Ioana-Pacioianu-Support-Oracle 31 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle
-
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 21 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle
-
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…
-
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…