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Reporting & Analytics for Sales
Discussion List
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Refresh infoletsHello Is there a process I can run? I have Infolets, but the data doesn't match the data in the workspace; I have a discrepancy in the leads. How can I update or refresh… -
OTBI Report – Notes associated with ActivitiesHello, I am trying to create an OTBI report to retrieve Notes linked to Activities in Oracle Sales Cloud. So far, I found subject areas that allow Notes related to Oppor…
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Reporting Instructions Oracle Fusion Cloud ApplicationsHello Are there any materials, manuals, or instructions available for building Eloqua and Engagement reports (Oracle Fusion Cloud Applications)? I'd like to learn how to…
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How to deactivate seeded Visualization Configurations?Summary: How to deactivate seeded Visualization Configurations? Some of them are not in use and should not be exposed to the Sales users if they Personalize their Sales …
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Need to automatically trigger the OAC Report (Certificate of Analysis) upon Ship ConfirmationHello Everyone, There is a business need to automatically trigger the OAC Report (Certificate of Analysis) upon Ship Confirmation. Navigation Path for Ship Confirmation:…
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Sales person field in OTBISummary:Salesperson Field Missing in Subscription Real-Time Subject Area Content (please ensure you mask any confidential information): Hi Everyone, I’m facing an issue …
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How do i create hierarchy based manager reports on custom objects?Summary: I have custom object created as quote and i wanted to show manager's quotes created by all his subordinates. Content (please ensure you mask any confidential in…
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How to Expose Customer_Family Name (Not ID) in Oracle CX OTBI Report?Version:- Oracle CX Cloud Summary:- Unable to expose Customer_Family Name in Oracle CX OTBI; only numeric ID appears when using custom DCL field. Content :- We have a re…
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25D Sales Dashboard Drilldown on OOTB Not working once the Custom Metric Card Report is OpenedSummary: I am seeing an issue where I am able to see the Visualization report on click of Custom metric card/tile on Sales Dashboard which I have created but after that …
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best practice to generate a report of emails / interactions for the sales teamSummary: I am looking for the best way to generate a report on emails sent and interactions that are tracked in Fusion Sales I want to be able to see by Sales Resource a…
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Extract information related to custom report names, dashboard names, and data model namesWe need to extract information related to custom report names, dashboard names, and data model names created for an application, along with their paths and specified typ…
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Capture OTBI Report LogsSummary: Hello, We have a setup in which an OTBI report is triggered from Oracle Integration Cloud using SOAP APIs. We are experiencing intermittent issues where the OTB…
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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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BICC - Behaviour on migrations and version upgradesHi, We have some questions about BICC. When migrating the environment, are the jobs, offerings, data store, etc., available in production? Or do we have to create them m…
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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 12 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 11 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…