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Reporting & Analytics for Sales
Discussion List
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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 513 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
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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 …
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subject area for householdSummary subject area for householdContent Quick question - Is there any OOTB subject area for Household? Thanks, Adam
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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 …
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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 …
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Subtab Analytics for BI report Parameter passed not generating correct report**This post was created as part of a How to Service Request (SR) Summary: Request is to have on custom entity Project show Account, Opportunity and Opportunity Team for …
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Logic of "Opportunity"."# Days in Stage"**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Would like to know what id the logic of "Opportunity"."# Days in S…
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Analytics: Infolets Limitation**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is there any limitation of indicators to add within the Infolets s…Ionel Spaloghe-Support-Oracle 41 views 4 comments 0 points Most recent by Ionel Spaloghe-Support-Oracle
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Is it possible to create a cross subject area report using a CX Sales and Incentive Compensation SA?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is it possible to create a cross subject area report using a CX Sa…Priscila Terazawa - Support-Oracle 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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How to set the export option at the bottom of the reports/Analysis/Dashboard?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to make a single Export option at the top for all the reports …Ioana-Pacioianu-Support-Oracle 42 views 2 comments 0 points Most recent by Ioana-Pacioianu-Support-Oracle
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How can I create reports with 2 different CSA**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: I am trying to create a report using 2 different custom subject ar…Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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How can I generate a report that has a manual quota amount set for each rep and pull that into a repSummary: I don't have territories and Quotas setup yet. I wanted to see how to generate a report that allows me to set a static amount for a sales rep and then pull in t…
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Why I am not able to search the Favorites in the 'Reports and Analytics' ?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Not able to search the Favorites in the 'Reports and Analytics' se…Ioana-Pacioianu-Support-Oracle 41 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle
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How to sync the change of username in UI with OTBI agents created by the old username?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer have changed the username and now all OTBI agents created…Ioana-Pacioianu-Support-Oracle 31 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle
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how to create BIP export into UCM without creating new filesSummary: BIP export to UCM Content (required): Hi All, I schedule a BIP report to export data into UCM location on daily basis. Every day when the file is created to UCM…
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Proposed/Calibrated Rating (Recent & Historical)Summary: Hello, Good day! I have a requirement which is to pull the proposed rating (recent and historical) in one report but different column for recent and other colum…
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Add Action Link in Grand Total in OTBI ReportContent Is it possible to add an action link to the Grand Total values in OTBI reports? So we can direct the user to another OTBI report. This is the automatically calcu…
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Custom job role: impossible to execute a report even if the custom role has BI Author & BI Consumer**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: I have created a new custom CRM job role. I have added rights via …Ionel Spaloghe-Support-Oracle 170 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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Can we migrate reports/folders and content from 22B version in DEV to Production which is 21D?Summary: Can we migrate reports/folders and content from 22B version in DEV to production which is 21D? Description :- We are planning to migrate our reports/folders fro…Syed Misbauddin-Support-Oracle 21 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle
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How to bring information from multiple subject areas on Incentive Compensation?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to bring the columns from these subject areas in the same repo…Andrei Stan-Support-Oracle 51 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Change US week num into ISOWeekNUM**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The week number that is provided in CX is using a US week num. Can…Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle
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BICC incremental extracts based on BIPSummary: Is it possible to use BIP report instead of the seeded VOs? Content (required): We need to build custom extracts based on BIP report, with incremental option. V…
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Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer…
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OTBI in Sales InfoletHi Please help to understand how to add OTBI report in Sales infolet Thanks
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Territory Geography ReportSummary: Would like to be able to build a clean Report that shows all the Territories and the Zip Codes associated to each Territory. Zip codes are associated to Territo…