To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Reporting & Analytics for Sales
Discussion List
-
New! AI Agent Collaboration CenterWe are excited to introduce the AI Agent Collaboration Center – a dedicated space for our community members and Oracle, to showcase, exchange and explore real-world AI A… -
Why does the contact owner field unavailable in CRM-OTBI?Hello, I need a report that requires contact details that were not associated to any accounts. I am using the Sales - CRM Contacts Subject Area. However, all I can get i… -
Opportunity rollup amount is showing in USD instead of user currency (CHF, EUR)Summary: Hi all, We are facing a currency display issue on the account page for Opportunity rollup. For a Swiss user, the opportunity rollup value (Sum of open Opportuni…
-
Problem with see result in Sales ForecastWe have followed the configuration guide in the documentation for Forecast. The processes have been programmed correctly and we also have routines for forecast categorie…
-
Sales Credit related fields from Opportunity Revenue are not available to enable in BICC extractHi Team, We wanted to enable below fields in BICC for Opportunity revenue but we do not see these fields in Date store- CrmAnalyticsAM.OpportunityAM.Revenue These are st… -
Redwood Oracle Sales Dashboard Content FolderSummary: I am trying to find the folder provided for publishing reports on the Sales Dashboard in the Redwood UI. I am following this document but I cannot see that fold… -
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…
-
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…
-
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 …
-
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:…
-
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…
-
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…
-
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 …
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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… -
Any way to use regex in OTBI?Summary: Is there a way to leverage regex in OTBI in some manner? I have seen methods to leverage it in OBIEE with the following syntax: EVALUATE('regexp_replace("Activi…
-
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…
-
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 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
-
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…
-
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…
-
How is the ‘Result view’ generated when the same subject area is joined more than onceWhen I create an analysis and report in Oracle Fusion Cloud and include the same subject area more than once, I sometimes see a “Result view” appear as part of the union…
-
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…
-
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…
-
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…
-
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…