Sales
Discussion List
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How can I generate a report that has a manual quota amount set for each rep and pull that into a repSummary: I don't have territories and Quotas setup yet. I wanted to see how to generate a report that allows me to set a static amount for a sales rep and then pull in t… -
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 6 views 4 comments 0 points Most recent by Rajasekhar Bandaru-Oracle Reporting & Analytics for Sales
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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 1 view 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
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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 1 view 1 comment 1 point Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales
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Outer join queriesSummary Outer join within same subject areaContent Hi, I am using "Marketing - CRM Leads" SA to create report on leads. this return only those customer who have leads th…azodpe 8 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Customer Account with SitesSummary Customer profile reportContent Is there any standard or custom OTBI Report for customer profile including all active sites details. Version 21 C -
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 7 views 2 comments 0 points Most recent by Raghavan p-Oracle Reporting & Analytics for Sales
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Bulk Data Extract from Oracle CX Commerce CloudSummary Bulk Data Extract from Oracle CX Commerce CloudContent We are looking at options for bulk data extract from Oracle commerce cloud service. Looking for options si… -
Activities and Related Activities ReportingContent In 21C, OTBI CX delivered a new subject area "CRM - CRM Activities with Related Activities". This subject area allows users to report on all activities with rela…User743281-Oracle 21 views 1 comment 3 points Most recent by Syed Misbauddin-Support-Oracle 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 10 views 1 comment 0 points Most recent by Syed Misbauddin-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 14 views 1 comment 0 points Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales -
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… -
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 3 views 3 comments 0 points Most recent by Dimple Nagesh-Oracle 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 … -
"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 6 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle 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…
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Is it possible to customize the output csv file name after job in BICCSummary How to customize the zip file and CSV file after In BICC extract jobContent Hi All, Im exporting fusion application data to OCI using BICC, the file is generatin…Sudheer Vadla 15 views 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
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Is there any rest api to run the report and download outputSummary Rest api for BI analysisContent Hi, Is there any rest api availbe to run and BI analysis and download the output. eg: Lead analyis Regards, Sudheer.
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Customer Details with SiteSummary Looking for Report for Customer Details with Site addresssContent Is there any custom or standard report for Customer details with Site addresses.Bilalemail 9 views 2 comments 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
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How to create Action link (interaction) in Reports/Analysis to update opportunity recordSummary Action link (interaction) to update opportunity record from Oracle BI AnalysisContent Hi, I am trying to create an analysis/report for my business team that will…Sharath Shanker 22 views 2 comments 1 point Most recent by Sharath Shanker Reporting & Analytics for Sales
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Frequently Asked Questions on User System Usage SASummary This document will provide information on many questions related to User System Usage SContent Hi All, We have consolidated a list of How To questions asked on U…Dimple Nagesh-Oracle 51 views 1 comment 5 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
Have a dynamic column headingSummary We would like to have a column heading as current month, next month etc.Content Hi Is it possible to have a column heading that displays the current month, next …Cyrille Saulnier-Oracle 25 views 6 comments 0 points Most recent by Jesse O. Reporting & Analytics for Sales -
Business Intelligence Publisher Bursting to Email upper ThresholdContent Business Intelligence Publisher Bursting to Email upper Threshold Requirement: 50000 Bursting records get selected and they need to be sent as Email Attachment i…Shivakumar Ayyanagowdar-Oracle 18 views 10 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales -
Masking functionality in ReportsContent Masking functionality in Reports Do we have any functions in OTBI/OBIEE or in BI Publisher/Templates/XSL functions to perform a masking functionality for some cu…Shivakumar Ayyanagowdar-Oracle 20 views 7 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales
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Rel 13.20B User Adoption – Object Activity and Resource System UsageContent User Adoption metrics help CRM stakeholders continuously measure the success of their CRM implementation. Using these metrics, CRM business leaders can obtain cr…Sudharshanan K B-Oracle 257 views 20 comments 19 points Most recent by Cyrille Saulnier-Oracle Reporting & Analytics for Sales
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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…
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OTBI CX Reporting - Best PracticesSummary OTBI CX Reporting - Best PracticesCode Snippet OTBI CX Reporting - Best PracticesUser761912-Oracle 56 views 3 comments 6 points Most recent by Adam Liu Reporting & Analytics for Sales
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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 17 views 2 comments 1 point Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
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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 …Richard Bowron 20 views 6 comments 0 points Most recent by Richard Bowron Reporting & Analytics for Sales -
Filter by Territory in Sales - OTBIContent Hi all, I have a couple of analysis for users with Sales Manager role. I need to add the "My Territory" filter to one of them and the filter "My Territory hierar…