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Reporting & Analytics for Sales
Discussion List
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Issues with Kanban reportSummary For some of the Sales users the Kanban report is not displayed corrcetlyContent Hi, We have implemented the Sales rep Kanban report to show the Sales stages for … -
Need table name where the parameters store in ESS Scheduling requests for Oracle cloudSummary In which table the Attribute2 parameter values will store, Since we need to validate that with the period nameUser_2025-03-07-21-11-01-091 26 views 0 comments 1 point Most recent by User_2025-03-07-21-11-01-091
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How to generate a report where the footer is only displayed on the last page?Summary Displaying a .rtf report document generating the footer on the last page onlyContent Hello experts, We have a customer requirement that states that the generated…User_2025-02-04-11-03-51-524 36 views 0 comments 1 point Most recent by User_2025-02-04-11-03-51-524 -
Is there a way to see all reports that a user is receiving?Summary Is there a way to see all reports that a user is receiving?Content Hello, One of our customers is moving on and is being replaced by a new employee. They would l… -
Executive dashboard using Sales Page or OBIEE interactive dashboard?Summary What would be the benefit of using the BI dashboard instead of sales page?Content Hi, We want to create an executive dashboard, and can either do it in the OEC a…
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Can I add a field called Due date in the report?Summary If a service request has been created and has a due date lets say 24 hours, how can I add a field in the report that states that the due date is in 24 hours for …
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List all reports/analysis along with subject area being used in the report/analysis.Summary Is it possible to create an Analysis that lists all reports/analysis along with subject area being used.Content In Oracle Sales Cloud analytics, is it possible t…
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Formulas aren't workingSummary Trying to do math to create a custom metric and formulas aren't working.Content Hello, I'm trying to calculate the percentage of future dated activities on an op…User_2025-01-22-20-09-02-352 41 views 2 comments 1 point Most recent by User_2025-01-22-20-09-02-352
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Facing Error on Account ClassificationSummary Account ClassificationContent Can anyone guide on this please: You cannot create a classification for this time period because it overlaps with the time period o…
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Sales Campaigns reportsSummary Reporting on sales campaign in OSCContent Hi everyone, Does anyone know what is the subject area to report on the emails sent via the sales campaign module? Than…
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Server VariablesSummary Variables for setting "Between" a set of calendar datesContent Updates 03-Jan-2019: Wondering if anybody knows anything about Server variables for setting dynami…User_2025-01-22-20-09-02-352 54 views 2 comments 1 point Most recent by User_2025-01-22-20-09-02-352
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Enabling Historical Snapshots - Does this cause performance issues?Summary Performance impact of enabling historical snapshots. Has anyone else encountered issues?Content Hello, Our company is currently exploring enabling historical sna…
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Remove unwanted options from a BIP report which is exposed as a sub tab via application composerSummary: We have created a BIP report, Added the report in Application composer Mash up> Added this mashup as a subtab in one of the object, on clicking this subtab, I c…
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standard lookup API code snippetSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Visualization Configurator isn't displaying the correct dataHello, I’m experiencing an issue with the Visualization Configurator not displaying the correct data. I created a visualization using source data from OTBI, but the sele…
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ORA-01427: single-row subquery returns more than one rowSummary: Hi All, We encountered the below error in a specific report DM both while running the report and within the DM itself. After identifying and resolving the issue… -
BICC multiple file generation naming convention.We’ve observed that when multiple files are generated in BICC, they are currently being saved with identical names, without any versioning suffixes like _1, _2, etc. Thi…
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Connect to OAC via a REST serviceHello.I wanted to ask about a feature I need to create for my company.In this case, I need to download CSV files from OAC. I have some reports that were provided to me, …wilberth Canales Romero 15 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Details about Signals to report User Logins via Redwood SalesSummary: We raised an SR before SR 4-0000908263 in which we reported that logins are not being saved for users. We are informed that the Subject area only tracks the log…
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How to change column sorting in Express Report?Summary: How to change column sorting in Express Report? Content (please ensure you mask any confidential information): The output is always sorted by the first column/g…
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Link Action in the Analytics ReportSummary: The Link Action is not returning the correct result. The URL is not working as expected in the defined parameters. The URL below is directing to another page as…
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Build BI Report on Contact Deduplication CX SalesOn our instance there are around 20000 duplicate contacts so we want to build a report on Contact Duplication data. Same report output will be send to business for appro…
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Seeking Solution: Account Hierarchy Roll-up Report for Leads, Opportunities, and Service RequestsSummary: Hello Community, We have a business requirement to build a comprehensive dashboard or report in Oracle Sales Cloud that provides a consolidated view of Accounts…
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Exporting Report to Data CSV that will used Business View Display Name for Column HeaderSummary: I created a Data Model, in which i update the Business View Display Name as show below However when extracting a report based on this data model in CSV it alway…
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[EPBCS][Metadata]-Identify Parent become Lev0 member post hierarchy changesSummary: “Is there a way to identify metadata, such as a project’s parent member, where a stored property became a Level 0 member after all its children were moved to an…Muni Kumar Vellure-Oracle 10 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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How to create analysis to identify contacts with duplicated e-mail?Summary: How to create analysis to identify contacts with duplicated e-mail? Content (please ensure you mask any confidential information): Hi, We're trying to create an… -
Pull Contacts in the Contacts Report using Account Manager and Regional Manager criteria.Summary: What is missing or incorrect in below queries or approach we are trying to use. Criteria: As an Account Manager when I launch the Contact Report, I would see My…
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Map-based visualizations in OTBIWe are currently working on Sales Reports in OTBI within the Redwood UX environment, and the customer has requested the ability to include interactive maps within the re…
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セールスクラウドでBIエージェントを実行できる権限を付与したいセールスクラウドでBIエージェントを実行できる権限を付与したいです。 BIの編集はできないようにしてほしいです。 どうやって制御したらいいですか？ -
OTBI report with export where it shows only 2 Lakh 50 thousand records in export at maximumCX Sales: In OTBI Analytics, there is currently a record extraction limit of 250,000 records. This restriction is not meeting our reporting requirements in certain cases…