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Reporting & Analytics for Sales
Discussion List
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BIのサブジェクトエリアSales CRM LeadResourceでリードの所有者を取得したいBIのサブジェクトエリアSales CRM LeadResourceで分析を作成しています。 リードのチームメンバーと所有者を取得したいのですが、所有者が上手く取得できません。 方法を教えてくだ… -
I want to assign the lead's team members as recipients for the BI agent.I want to retrieve the recipients of BI agents from the analysis. Can I specify the email addresses of the lead's team members? Please tell me how.
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How can we disable the option "Export to Excel" and Export to CSV" on the Express reports page?We would like to disable the action to "Export to Excel" and Export to CSV" from this Express reports page. We have checked in Visual Builder studio and also roles and a… -
How to retrieve full update history for a specific Opportunity via OTBIThe business requirement is to retrieve all records/updates (audit history) related to a specific Opportunity in Oracle Sales Cloud, using OTBI. Required fields to be re…
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Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
BICC Manage Jobs to DatabricksSummary: Since we will be using managed jobs, and scheduling each job in Databricks by its job ID to invoke, upload, or export files from UCM, should we anticipate any i…
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Looking for a way to limit/disable the use of the refresh button on the BIPublisher rep executionMy client has a report that runs based on a date range. However, after running the report, when they immediately click the Refresh button, it triggers the data extractio…
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25B Sales Dashboards ConfigurationSummary: We went through one of your demos in below link for 25B. We want to create a dashboard like this, but we are unsure where to start. After enabling hero template…
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Marketing - CRM B2B Customers Subject AreaSummary: Marketing - CRM B2B Customers Subject Area Content (please ensure you mask any confidential information): Hi Team, I am looking for details on "Marketing - CRM …
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I have created an OTBI report in which customer name is promptSummary: I have created an OTBI report in which customer name is prompt but the LOV contains all the parties instead of customer only How to restrict that LOV? Content (…
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Unable to Use Dynamic URL with EL Bindings in Action and Links (Application Composer)We are trying to implement a dynamic BI Publisher report URL in a Sales Opportunity page. The goal is to pass parameters dynamically using EL expressions (e.g., #{bindin…
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Not able to add Metric card to sales dashboardSummary: While personalizing the Redwood Sales Dashboard, there is option to add KPI metric card when trying to add the metric the metric card is not getting added. Afte…
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User Login ReportHi, we have received a request from the customer who needs a report listing all users who have not accessed Oracle Fusion for more than one month. We have written the fo…
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August 6th webinar: Build Exceptional AI-Driven Customer ExperiencesCX expectations are higher than ever, with 24/7, first-time resolutions now the baseline. But with digital engagement outpacing human capacity, how can you keep up? Orac…
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We are unable to restrict the Users Bi report access for Fixed AssetsSo the requirement we are looking at is to extract the FA_books related information on base of Security roles for an user at BU or org . We are unable to restrict the Us…
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"Redwood Reports Showing Partial Quota Data – Need Full Quarterly & Annual View"We have uploaded the Quota data for all four quarters in Redwood. However, when we try to fetch the reports, we are only able to access the data for the current quarter …
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How to enable Support Incremental Checkbox on a PVO on BICCSummary: How to enable Support Incremental Checkbox on a PVO on BICC? We currently do not have the option to enable this. Content (please ensure you mask any confidentia…
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How to check if there is a scheduled refresh on PVO in BICC?Summary: We need to check if there is a scheduled job that runs for a PVO to Full Refresh. Content (please ensure you mask any confidential information): Version (includ…
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Customer wants to have email and in-app notifications for Sales reports to be sent to team membersCustomer wants to have email and in-app notifications for Sales reports to be sent to team members. How can this be achieved?
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Email option in DashboardsHi All, We have developed couple of dashboards and we have scenario to share it across with some users through emails on demand. We are trying to look for enabling the '…
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Query for Account Profile DataNeed support to get the information in the screenshoot… CRM Account Profile. thanks
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Need BI Report to get total Payout amounts per plan components in SalesSummary: Hi Experts, We are looking for BI Report to get total Payout amounts per plan components, the sum needs to group by based on Plan Name , Component Name, Perform…
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What is the Subject Area to retrieve Invoice DetailsSummary: We are currently retrieving invoice details using a DM (Data Model) report with the SQL query provided below. Now, we want to create an Analytics Report using a…
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Is there a button we need to enable for Custom View ObjectsSummary: Can we confirm if there is a button or something we need to enable for Custom View Objects to be automatically added on the BICC Data Store list? Content (pleas…
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Query to get Sales order line with Kit item like 1.1..2Summary: Please help me determine if a Sales order line is a Kit item and the line number should display as 1.1.2, 1.1.3, etc. Content (please ensure you mask any confid…
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Is there a way to extract Active Primary Key for View Objects in BICC by batch?Summary: We would like to confirm if there is a feasible way to extract all Active Primary Key for every available View Object in the Data Store List by batch? Currently…
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How to optimize SQL query on MOO_OPTYSummary: A BI Report must extract daily a specific set of specific opportunities Content (please ensure you mask any confidential information): We want to query on MOO_O…
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Specific information regarding the UCM (Universal Content Management) folderSummary: Requesting for some specific information regarding the UCM (Universal Content Management) folder that we are currently working with. Accessing View Object Files…
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Searching on HZ_ORGANIZATION_PROFILES_Hi all we need to create a report, to run weekly, that searches for Accounts/Organizations on which a specific field changed in the last week. Any idea how to avoid a FU…
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Is there a functionality called 'Active Primary Key' that retrieves a list of primary keys in a PVO?Summary: Is there a functionality called 'Active Primary Key' that retrieves a list of all primary keys in a PVO? we will be using this for performing soft deletes in ou…