Reporting and Analytics
Discussion List
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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 29 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 137 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 13 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 38 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 74 views 0 comments 0 points Most recent 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 47 views 2 comments 5 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 28 views 1 comment 2 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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What roles are needed to access the BI Data modelContent Hi, I created a custom role and assigned the roles: BI Administrator Role BI Applications Administrator Duty BI Applications Functional Developer Duty BI Publish…Valdir Dutra 55 views 3 comments 0 points Most recent by Valdir Dutra Reporting & Analytics for Sales
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Data Lineage document or BICCC PVO Details for 21B Sales subject Area - OTBIContent Hi Team, We need some data exports from oracle subscription management cloud application 21B. As we see there is additional feature available as part of 20B, whe…AnkitR Gupta 80 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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CSV extract is showing date/time in UTC timeContent When the report is extracted to CSV format the time is shown in UTC time, is there a way we can convert the time to show Sydney time considering the daylight sav…User_2025-02-04-10-48-17-393 27 views 5 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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Weird Subject Area names appearing when using saved column featureContent When we are trying to use ‘saved columns’ we are observing weird subject area name folders in the catalog navigation. We are not able to identify in which folder…Srinivas Malyala-Oracle 37 views 2 comments 1 point Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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"Sales - CRM Sales Activity"."Business Unit"."Business Unit Name" is nullSummary I am trying to do an Activities report but the Business Unit Name field is nullContent I am using the subject area "CRM - CRM Activity Real Time" but when I adde…Edgar93 44 views 1 comment 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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Need out of box reports for Oracle recruitment(ORC)Summary Need out of box reports for Oracle recruitment(ORC)Content Hi Team, We are looking for Oracle recruitment(ORC) out of box reports. This is the new module for us …Harish Kumar Kovi 60 views 1 comment 3 points Most recent by Craig Hennessy Reporting & Analytics for Sales
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How to embed hyperlink from OTBI report - data column field into Apps Composer CRM custom formSummary I need the ability to drill into some Custom App Composer CRM data from a Dashboard Report on that data set. Non Standard Oracle Cloud App FormsContent I need th…User_2025-01-30-01-01-15-242 33 views 2 comments 0 points Most recent by User_2025-01-30-01-01-15-242 Reporting & Analytics for Sales
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Combine reporting on Incentive Compensation attainment, participant details, and plan assignmentsSummary Looking for help with ideal subject areas and tips/tricks to report on three areas simultaneously: achievement, participant details, and plan assignments.Content…User_2025-02-01-07-27-35-188 20 views 2 comments 0 points Most recent by User_2025-02-01-07-27-35-188 Reporting & Analytics for Sales
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Brokerage Security within ICMSummary Brokerage Security within ICMContent How can you apply security within ICM? We have a requirement for only certain people to see certain brokers, can you do that…Andrew_Schmitz 13 views 3 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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Send report to FTP serverContent Can we automate BI report to be sent to FTP server? Using Oracle Sales cloud version 21A Use case: We need few reports created using analysis or BI publisher to …User_2025-02-04-10-48-17-393 52 views 2 comments 0 points Most recent by Very Nice Name Reporting & Analytics for Sales
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Set Default Selection of Owner Prompt to Currently Logged-in UserSummary Set Default Selection of Owner Prompt to Currently Logged-in UserContent Hi, I want the currently logged-in user to be the default selection of Owner prompt I cr…
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Alternative Solution To Using User Organization Hierarchy Based LoginSummary Alternative Solution To Using User Organization Hierarchy Based LoginContent Hi, We're having issues with using User Organization Hierarchy Based Login filter in…edpalomo 75 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Configure option in Workspace Infolet MissingContent Hi, In DEV environment (Orange) I was able to see the Configure option, but in Production (Blue) there was no Configure option available for the infolets. How do…
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Need Help in Logical SQL for recruiting sysdate time conditionSummary Need Help in Logical SQL for recruiting sysdate time conditionContent Hi Team, I am trying to add a new filter condition like "and TRUNC("Recruiting - Recruiting…User_2025-02-01-03-43-13-079 39 views 1 comment 0 points Most recent by User_2025-02-01-03-43-13-079 Reporting & Analytics for Sales
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Cannot Access Workspace InfoletsSummary Cannot Access Workspace InfoletsContent Hi, I've already set the profile option ZCA_ENABLE_ADAPTIVE_INFOLETS to Yes and added ORA_ZBS_SALES_ADMINISTRATOR_JOB to …
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how to define a prompt to get Sales Manager and his reportee manager and reportee salespersonContent Hi All, We have a scenario, where in one sales manager has salespersons and other sales managers as reportees. Now, we are trying to build a dashboard prompt, wh…Srinivas Soora 61 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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"Only quota contributing revenue is considered" - What does this mean?Summary "Only quota contributing revenue is considered" - What does this mean?Content Hi, I'm looking at the documentation of Pipeline Detail Facts and all metrics and m…edpalomo 26 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to enable Enterprise Calendar and Custom Calendar at PromptsSummary How to enable Enterprise Calendar and Custom Calendar at PromptsContent We have use case where in our customer has "Enterprise Calendar" defined (01-Jan to 31-De…Srinivas Soora 30 views 4 comments 1 point Most recent by Rupak Chowdhury-Oracle Reporting & Analytics for Sales
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Contract Start Date and End DateSummary Contract Start Date and End DateContent Hi, I am building analysis report on Enterprise Contract please help me to locate Contract Start Date and Contract End Da…Mohammed Rafi 96 views 3 comments 7 points Most recent by User_2025-02-06-20-49-12-191 Reporting & Analytics for Sales
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Documentation for Sales - CRM Pipeline Facts 11.1.1.9Summary Documentation for Sales - CRM Pipeline Facts 11.1.1.9Content Hi, Is there a documentation for Oracle Business Intelligence 11.1.1.9 subject area metric measures?…edpalomo 46 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Merge Values Created By Duplicate Sales Stage NameSummary Merge Values Created By Duplicate Sales Stage NameContent Hi, I created an analysis in OTBI and the Sales Stage Name is creating two sets of # of Opportunity Val…edpalomo 34 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Default record countSummary Exceeded configured maximum number of allowed input recordsContent Hi All, When I run a analysis report without any filter, I got this error, Exceeded configured…Adam Liu 53 views 5 comments 3 points Most recent by Dawn Cawston - CPS Reporting & Analytics for Sales
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How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…