Reporting and Analytics
Discussion List
-
column header is randomly ordered in the csv output for BIP reportSummary BIP reportContent Hi, I posted this a while ago. I wonder if there is a change on 20B. Here is the issue detail, I created a BIP data model with SQL (e.g. select… -
Send email reminders to inactive usersSummary We would like to send reminders by email to users if they do not login to Sales CloudContent Hi What would be the best way to automatically send an email to inac…Cyrille Saulnier-Oracle 51 views 5 comments 1 point Most recent by Ryan Peterson-126136 Reporting & Analytics for Sales -
Dashboard/Reports/KPI would be used by the executive via Sales VPSummary Dashboard/Reports/KPI would be used by the executive via Sales VPContent HiWhat Dashboard/Reports/KPI would be used by the executive via Sales VP. Can someone sh…Varun-CC 41 views 2 comments 1 point Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales -
Related objects in CSASummary Related objects in CSAContent Hi, As per the following document, I should be able to add fields from related object (CSA creation train stop step3) if I create M…
-
Trending # Opportunities and RevenueSummary Need to show trends over time what was open in terms of opportunities and RevenueContent Hello, I'm wondering if anyone has tried to do this yet with the Sales O…User_2025-01-22-20-09-02-352 41 views 5 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales -
Combine Subject AreasSummary Trying to combine Snapshot SA with Pipeline SAContent Hello, I need to combine the Pipeline SA with the Snapshot SA. "Sales - CRM Pipeline" with "Sales - CRM Opp…User_2025-01-22-20-09-02-352 44 views 4 comments 1 point Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
-
"Sales - CRM Opportunity Sales Stage Snapshot"Summary Details of # of Opportunities Fact in the SAContent Hello, Can anyone tell me what the # of Opportunities Fact in the "Sales - CRM Opportunity Sales Stage Snapsh…User_2025-01-22-20-09-02-352 44 views 3 comments 1 point Most recent by User_2025-01-22-20-09-02-352 Reporting & Analytics for Sales
-
Dividing MetricsSummary Trying to divide two metrics, not working!!Content I am trying to divide two metrics and am not getting the results I need. Can someone help? The number of Won O…User_2025-01-22-20-09-02-352 25 views 3 comments 1 point Most recent by User_2025-02-07-15-30-51-637 Reporting & Analytics for Sales
-
Last day of month...11 months agoContent I need to pull leads created 11 months ago in May 2019. The current month is April of 2020 so I need to pull leads created in May of 2019. The expression works b…Patrick Kelley 39 views 3 comments 1 point Most recent by Patrick Kelley Reporting & Analytics for Sales -
BI Publisher bar graph: change series sort order but keep the order of series colorsSummary Looking for a way to change the sort order of series without changing the color order.Content Hello! First time on this forum, and hoping someone can help me out…User_2025-02-01-07-27-35-188 96 views 1 comment 2 points Most recent by User_2025-02-01-07-27-35-188 Reporting & Analytics for Sales
-
Report to pull Accounts that doesnt have any associated opportunitiesSummary Report to pull Accounts that doesn't have any associated opportunitiesContent HI team, we are in the process of cleaning our Accounts module in Sales cloud, so i…Sharath Shanker 65 views 11 comments 2 points Most recent by Sharath Shanker Reporting & Analytics for Sales
-
OTBI CX Reporting - Best PracticesSummary OTBI CX Reporting - Best PracticesCode Snippet OTBI CX Reporting - Best PracticesMadhava Reddy-Oracle 87 views 3 comments 6 points Most recent by Adam Liu Reporting & Analytics for Sales
-
Reporting on NotesSummary How can we report on notes created in Sales Cloud?Content Is it possible to report on the notes created against an opportunity or an account? Example attached Th…Cyrille Saulnier-Oracle 39 views 2 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
-
R13.18A OTBI BI Catalog LockdownSummary With 13.18A release customers will no longer be able to modify the shipped BI catalog content.Content R13.18A OTBI Product Alert This product alert is published …User720640-Oracle 235 views 3 comments 10 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales -
Opportunity Sales Stage NameSummary How to retreive previous "Sales Stage Names"?Content Hello, I have a requirement in which I need to highlight all "Sales Stage Names" that have been assigned to …User_2025-02-04-17-55-40-189 40 views 6 comments 0 points Most recent by User_2025-02-04-17-55-40-189 Reporting & Analytics for Sales
-
R20 Direct Database Query decommisionSummary Create Data modelContent We have a Deal Registration analytics done via Data model due to the Submitted Date field SUBMITTED_DATE is formatted as DATE only. Whil…User_2025-01-28-17-45-38-966 35 views 2 comments 0 points Most recent by Karina Ogata Reporting & Analytics for Sales
-
Rel 13.19B User Adoption Object ActivitySummary With Rel 13. 19B Users will be able to report on User Adoption for object activityContent User Adoption CRM – An Overview User Adoption Metrics helps CRM Stakeho…Sudharshanan K B-Oracle 561 views 3 comments 15 points Most recent by Chintak Dholakia Reporting & Analytics for Sales
-
Best Practice Resource Center for BI Reports and Analytics for CX SalesSummary Go to the BI Reports and Analytics Resource Centers to get Best Practice materials to help you create and manage reports.Content The BI Reports and Analytics Res…Cheryl D-Oracle 58 views 1 comment 7 points Most recent by Cyrille Saulnier-Oracle Reporting & Analytics for Sales -
Territory Hierarchy ReportSummary Report that shows the Territory hierarchy and associated employeeContent Hi Community, Please advise if there are any Territory Hierarchy Reports available and d…Kunal Daya-175386 101 views 2 comments 0 points Most recent by Kunal Daya-175386 Reporting & Analytics for Sales
-
Filter users based on roleSummary How to filter users based on roleContent I want to filter a list of users based on security roles, e.g. show all users who have the Sales Administrator role. Wha…scottm5 51 views 4 comments 1 point Most recent by Cristina Bugu-Oracle Reporting & Analytics for Sales
-
OTBI Customer SurveyContent Oracle BI development is planning OTBI feature improvements. To better understand SaaS customers’ reporting needs, usage and requirement gaps, we are conducting …User720640-Oracle 23 views 1 comment 4 points Most recent by Cyrille Saulnier-Oracle Reporting & Analytics for Sales
-
Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeSummary Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeContent Please Note: This notice does not affect BI Publisher SQL data models and r…Cheryl D-Oracle 52 views 1 comment 4 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
-
Expected Close date as Quarter and YearSummary How can I show the Expected Close Date as a Quarter and Year?Content Hello, Our Opportunities have an expected close date. I want to convert that from MM/DD/YYY …User_2025-01-22-20-09-02-352 52 views 1 comment 0 points Most recent by FPAES Reporting & Analytics for Sales
-
Display Link as a ButtonSummary Link is looking different in OBI and Sales CloudContent Hi I have built a link in a dashboard using SectionButton as a custom CSS. It displays well when I test t…Cyrille Saulnier-Oracle 35 views 0 comments 0 points Most recent by Cyrille Saulnier-Oracle Reporting & Analytics for Sales
-
System Usage By Resource HierarchySummary How to report on system usage by Resource Hierarchy in "Sales – CRM Resource System Usage" subject area.Content The technical white paper attached to this postin…Greg Rice-Oracle 239 views 2 comments 8 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Future Dated ActivitiesSummary Show me only the Opportunities that don't have a future dated activity addedContent Hello, I'm struggling to think through how to do this. Here is the business p…User_2025-01-22-20-09-02-352 34 views 1 comment 2 points Most recent by Rupak Chowdhury-Oracle Reporting & Analytics for Sales
-
Create report with 2 data sourcesSummary report with 2 data sourcesContent Hi, We'd like to create a report with data from CX Sales database and data from Web Service. These two data sources will have a…
-
Future Dated ActivitiesSummary Show Opportunities with Future Dated Activities tied to themContent Hello, Our Sales Leaders require our Seller's to have at least one future dated activity on e…User_2025-01-22-20-09-02-352 41 views 1 comment 1 point Most recent by FPAES Reporting & Analytics for Sales
-
Customizing a Seeded BI Publisher U.S. 1099 Payments Report - Editing the Data Model - not workingSummary Unable to modify Seeded BI Publisher Data ModelsContent Hi Team, While we are trying to extend existing U.S. 1099 BI Publisher Data Model, unable to modify the S…User_2025-02-05-04-28-23-645 76 views 1 comment 2 points Most recent by Sudha KOVURU Reporting & Analytics for Sales
-
Merging multiple Rows in a ReportSummary In OSvC, how do merging of multiple Rows to One ?Content Hi, I have a requirement in Rightnow to merge multiple rows in a report to one by comma separated. Pleas…Boby B Jacob 57 views 0 comments 1 point Most recent by Boby B Jacob Reporting & Analytics for Sales