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Reporting & Analytics for Sales
Discussion List
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Get Started with the Sales Dashboard in 5 MinutesYou can get up and running with the Sales Dashboard in just a few minutes by importing three prebuilt files into your environment. This quick start is designed for Sales… -
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… -
I am trying to generate BIP report from Duplicate Identification Batch resultSummary: I am trying to generate a BI Publisher report for Customer Data Management Duplicate Identification batch results. I need the following attributes in the report… -
List of OOTB CX Sales ReSummary: Kindly let me know the list of OOTB CX Sales reports Content (please ensure you mask any confidential information): Version (include the version you are using, …
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table for address purpose and site related to customer in oracle fusionHi, table for address purpose and site related to customer in oracle fusion Regards C Rao
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how can we add logged in user's username in the email/message templateSummary: We want to add logged in user's username in the email template. We have the fields from object that we selected for visibility of message template but we need l…
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Report Name Change ImpactsSummary: We have some reports in OTBI & BI which have a prefix of a Company and the name is changed - just a letter - XYZ to XY1 - so can anyone advice on the below Do w… -
Why Contract Audit Report is not Showing Line Status change/update in Audit ReportSummary: Contract Audit Report Is not Showing Status change/update in Audit Report in line level even though Status field for line level is already enabled in Manage Aud…
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Is it possible to switch the display of an OTBI report to the Redwood view?Summary: I want the reports we create in OTBI to be displayed in the Redwood format. Content (please ensure you mask any confidential information): I want the reports de… -
ORA-00920: invalid relational operator at oracle.jdbc.driver.T4CTTIoer11.processError(T4CTTIoer11.jaSummary: Hello Team, we have an sql report with multiple parameters and each parameter is a multi selelct pick list. we are trying following SQL for this and it is faili…
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Getting Blank Data When Combining Multiple Subject Areas in ReportSummary: Hi everyone, I’m trying to create a report by combining fields from three or more subject areas. However, whenever I add columns from different subject areas in…
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Need sql quest for auditNeed a sql query to develop AUDIT report to satisfy following columns DateUserUser IDImpersonatorImpersonator IDEvent TypeBusiness Object TypeDescription in fusion cloud…
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What are the limitations for BI Published reports?Summary: What are the limitations for BI Published reports? Content (please ensure you mask any confidential information): What is the maximum number of rows I can expor… -
CRM Interactions Message ContentSummary: Very excited to see the enhancement to the CRM - CRM Interactions Real Time subject area in the 26A update. I can now see the subject and message content in OTB…
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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…
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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…
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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…
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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…
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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…
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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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How to check the Pipeline creation dateOrganization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): Description (Required):Need to know w…
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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…