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Reporting & Analytics for Sales
Discussion List
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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 -
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 116 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…
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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 501 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
Help Oracle make cloud applications easier to extend!If you've extended an Oracle cloud application in the last year, we want to leverage your experience! Specifically, we'd like to interview you for about an hour on what … -
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…
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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…
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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 51 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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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 …