Reporting and Analytics
Discussion List
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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 …Iulian Hanza-Support-Oracle 3 views 1 comment 0 points Most recent by Iulian Hanza-Support-Oracle Reporting & Analytics for Sales -
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 …Dragos Deak-Support-Oracle 2 views 2 comments 0 points Most recent by Dragos Deak-Support-Oracle Reporting & Analytics for Sales
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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…Dragos Deak-Support-Oracle 12 views 1 comment 0 points Most recent by Dragos Deak-Support-Oracle Reporting & Analytics for Sales
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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 22 views 4 comments 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
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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 12 views 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales -
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-Support-Oracle 22 views 2 comments 0 points Most recent by Ioana-Support-Oracle Reporting & Analytics for Sales
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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-Support-Oracle 2 views 1 comment 0 points Most recent by Ioana-Support-Oracle Reporting & Analytics for Sales
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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-Support-Oracle 2 views 1 comment 0 points Most recent by Ioana-Support-Oracle Reporting & Analytics for Sales
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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…Hazel De Castro 2 views 1 comment 0 points Most recent by Raghavan p-Oracle Reporting & Analytics for Sales
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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…User0901 7 views 4 comments 0 points Most recent by Rajasekhar Bandaru-Oracle Reporting & Analytics for Sales
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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 2 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
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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 21 views 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
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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 12 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
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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 …Stephanie Gott 25 views 1 comment 1 point Most recent by Cyrille Saulnier-Oracle Reporting & Analytics for Sales -
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…1Name1 2 views 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
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"Total Amount" column in OTBI from Paysheet - ICMSummary: Anyone who knows the exact column name of "Total Amount" in OTBI? This is a field from Paysheets in Incentive Compensation. Tried other existing columns in the …User0901 2 views 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
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R13.x CX OTBI Subject Area to Database Lineage Mapping SpreadsheetSummary This posting includes R13 CX OTBI subject areas to database lineage mapping and security roles. Content This spreadsheet is published by Oracle OTBI Developm…Noelle Bartlam-Oracle 1.3K views 14 comments 11 points Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales
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RTF TemplatesSummary: Hi, Can anyone please provide documents or sample RTF templates for learning or exploring purpose. Thanks. Content (required): Version (include the version you …Padamatinti Varsha 2 views 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
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Sales stage history report - count if revert to a single sales stage twiceSummary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti…Arsalan 12 views 1 comment 0 points Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales -
Is it possible to customize the service infolets in Analytics section?Summary: Hello, we would like to know if it is possible to customize the service infolets in Analytics section. Also, we would like to check if the data displayed in tho…Eric Serra I Paradis 2 views 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
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How to Set Date Format to Dashboard Prompt?Summary: How to Set Date Format to Dashboard Prompt? Content (required): How to Set Date Format to Dashboard Prompt? Does the Date Format shown by default is based on Us…Shivakumar Ayyanagowdar-Oracle 2 views 0 comments 0 points Started by Shivakumar Ayyanagowdar-Oracle Reporting & Analytics for Sales -
Default Period Prompt to Current Period (ICM BIP Report)Summary: We have an ICM BIP report where we need the "Period" prompt to be defaulted to the current period. We tried using the SQL below, but it does not reflect correct…
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Show OTBI Graph with no values rather than No Results messageSummary: There are instances when the OTBI bar graphs result in no data results. Instead of showing a "No Results" message, is it possible to show the graph instead? We …User0901 2 views 1 comment 1 point Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales
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Embed BI Publisher Report on Account PageSummary We need to embed a custom BIP Report on Account Page which gives info to users on unpaid customer invoices. I have created a report based on AccountID as paramet…Umang Gupta 9 views 2 comments 0 points Most recent by Raghavan p-Oracle Reporting & Analytics for Sales
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OTBI performance recommendations paper (2679006.1) is available on MOS PortalSummary OTBI performance recommendations V2 doc is intended for OTBI system integrators, BI report developers and admins. It covers advanced performance tuning technique…Pavel Buynitsky-Oracle 117 views 11 comments 15 points Most recent by Pavel Buynitsky-Oracle Reporting & Analytics for Sales
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Queue not identify accountsContent Hi, I'm experiencing a queuing problem on my team. Only one of them is accessing the service queue. How is this possible? How can I assign everyone to the same q…Leonardo Lazarini 4 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Employee Hierarchy - Fixed Hierarchy Level is always zeroContent We have loaded employees' and managers' data populated in the resource object and running the ESS job to populate the employee hierarchy. I see manager hierarchy…Srinivas Malyala-Oracle 9 views 2 comments 0 points Most recent by Srinivas Malyala-Oracle Reporting & Analytics for Sales
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How to do the linking of Tax Reporting Type CodeSummary Linking of Tax Reporting Type Code during running the service for European Sales Listing ReportContent Tax Reporting Type Code option is not showing any value to…Mithilesh Kashyap 5 views 0 comments 0 points Started by Mithilesh Kashyap Reporting & Analytics for Sales
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SQL statements for DatastoresSummary What are the concrete SQL statements for an Datastore and what kind of joins are used for joining relevant database tables?Content Hello, we are looking for the …User_0HYL0 28 views 2 comments 4 points Most recent by Srinivas Malyala-Oracle Reporting & Analytics for Sales
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Best Practices for Custom Subject AreaSummary Best Practices to design Custom Subject AreaContent Please refer: Oracle Engagement Cloud (Sales and Service): Best Practices for BI Extensibility and Using Cust…Syed Misbauddin-Support-Oracle 9 views 1 comment 2 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales