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Reporting & Analytics for Sales
Discussion List
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List of Duty and Data Roles for Fusion CXSummary: Hi All, need to raise an access request to Fusion CX, so we have unrestricted data access. Can anyone please share the complete list of Data and Duty roles for … -
How to build a report to show as when a specific report has been run and at which time?**This post was created as part of a How-To Service Request (SR) Summary: I need to report to show as when a specific report has been run and at which time. Version (inc…Priscila Terazawa - Support-Oracle 53 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle -
How do we obtain a report of the notes associated with a lead?Summary: We need to obtain a report to obtain the relationship of leads with the notes that have been created. Content (required): We tried to build this report across s… -
How to remove or hide print option in reports and dashboards for certain users?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Certain users should not have permission to print reports and dash…Deborah Bourgeois-Support-Oracle 41 views 3 comments 0 points Most recent by Deborah Bourgeois-Support-Oracle
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How to build a bar graph report, grouping by color ?**This post was created as part of a How to Service Request (SR) Summary: How to build a bar graph report, grouping by color ?Priscila Terazawa - Support-Oracle 51 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Subject Area - How to add the attachments field in a reportSummary: How to add the attchament field in a report made through the subject area "Sales - CRM pipeline" Content (required): We want to add the attachment field in a re…
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How to extract all the SQL queries of BIP data model in a single fileSummary: I need to find out in which all data model's SQL queries a specific column has been used. So, instead of opening each and every data model query and search for …
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Subject Area - OTBI Performance Real Time**This post was created as part of a How to Service Request (SR) Release: 23A Summary: Can you provide any documentation that contains information about all the fields i…
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How to use BICC extract to export Sales to external bank?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to use BICC extract and create a connection with an external b…Deborah Bourgeois-Support-Oracle 81 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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Error: Report data size exceeds the maximum limit under the free memory threshold**This post was created as part of a How to Service Request (SR) Release: 23A Summary: There are Bi jobs to export data from CX Sales to an external server, every two ho…
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How to fetch a list of users linked to Account/Account sitesSummary: How to fetch a list of users linked to Account/Account sites. Content (required): How to fetch a list of users linked to Account/Account sites. The ask is to fe…
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How to send HTML content email using OTBI agentSummary: Not able to send an email which include html tags and image contents to be scheduled and sent over agents in OTBI Content (required): Version (include the versi… -
Using deep link with Workspace and being able to open a record from the tabI am doing a POC for a customer for the following requirement: I have a report showing Customer Name and Activities for that customer. I want to click on the account nam…
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Why is my new custom field not showing in BI?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: I have created a new field 'NewField_c' in the 'Object_c' custom o…Ionel Spaloghe-Support-Oracle 71 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle -
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Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? Thanks -
How to create a report to show opportunities for the logged in user territory hierarchy?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to create a report to show opportunities for the logged in use…Deborah Bourgeois-Support-Oracle 61 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to insert page breaks for report PDF print out?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How To: 1. Insert page break in the narrative between accounts 2. …Deborah Bourgeois-Support-Oracle 113 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to give user friendly names to Custom Subject Areas when using queries on Data Model?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to give user friendly names to Custom Subject Areas (CSA) to m…Deborah Bourgeois-Support-Oracle 71 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle
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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 101 views 1 comment 2 points 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 61 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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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…
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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 …
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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…
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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.…
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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…
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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…
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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
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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…