Sales
Discussion List
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How to limit prompt values to values displayed on analysis - OTBISummary: I'm building an analysis using the "Incentive Compensation - Attainments Real Time" subject area. One of the prompts in the dashboard that includes this analysi…Vitor Nakamura 9 views 0 comments 0 points Started by Vitor Nakamura Reporting & Analytics for Sales -
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 1K views 24 comments 20 points Most recent by Brandon Purnell Reporting & Analytics for Sales
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Table used to store children custom objects!!Hi, We created Custom object "Proposal" and created child custom object from the parent object with name "Payment Plan" The parent custom object "Proposal" store its rec…Wesam Ibrahim 11 views 3 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Is there a way to push report out of OTBI into a database?Is there a way to push a report out of OTBI on a weekly or daily basis that generates an excel file into a OneDrive folder?mfribeiro 23 views 3 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Table for main contact in CRMDear all, Please help, I need to identify the table that brings me the main contact of the CRM module in Oracle Fusion Cloud. Thank you.Jhonattan Diaz 21 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Reporting & Analytics for Sales
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How to enable audit log in report and analytics.Summary: Is there any possibility to add audit log in report and analytics? For example: In objects(like Lead ,Opportunity ) there is a field which shows the value of la…Aswanth 51 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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What is best way to setup Resource Hierarchy when a user has two direct managers?Summary: The scenario is: There is the Department, in this dep users (Account manager) report to their Line manager, but this line manager may report to one or another m…
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CX SaIes CDM: Is it possible to create a custom table in backendSummary: We have a requirement in CDM to create a custom table in ERP backend in order to maintain a relationship which currently does not exist in ERP. If this is possi…User_DEG04 31 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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DCL on OOTB Object doesn't show in OOTB subject areaSummary: Hi, I create a custom DCL on Activity Object. When I check the standard subject area (CRM - CRM Activity Real Time), I don't see this DCL in Activity Extension … -
CDM: Unable to find hierarchy fields in Fusion back end tablesHello, In a requirement we are creating hierarchy in CDM through the import management. We are required to create a report based on the fields in the import Hierarchy an…
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How to fetch the Covered Levels of a Subscription using querySummary: How to fetch the Covered Levels of a Subscription using query Content (please ensure you mask any confidential information): How to fetch the Covered Levels of …Neelesh Varma 3 views 3 comments 0 points Most recent by Manoj Kumar-Support-Oracle Reporting & Analytics for Sales
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Function to run in schedule custom groovy object functions does not workSummary: I'm trying to create a function that calls a web service to update a field in all Product records, but the function loops through the records infinitely. And th…
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Redwood - See all Email Interactions in a ReportAs an admin or sales manager, I want the ability to see all activities logged for customers. Prior to Redwood, an Activity Report could be leverage to see all activities…Amanda McAfee 62 views 14 comments 0 points Most recent by Amanda McAfee Reporting & Analytics for Sales
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Is there a way to check the origin of record creation of activity?Summary: Unable to locate the origin of record creation of activity. If it was created through Web, Outlook, We are unable to locate the origin of record creation of act…JOHN REY RIVERA 31 views 7 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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Total row should have same color according to the stage respectivelySummary: Total row should have same color based on the stage. Kindly check the screenshot. Content (please ensure you mask any confidential information): Version (includ…Nalsoft Pvt Ltd 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Is Data numbers on graphs with different colours possible?Can two different colours be applied for value and count in the below graph? Like, Total Number of Opportunities data number should be in one colour and Total Value of O…Nalsoft Pvt Ltd 41 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Is it possible to create a text to column like Excel column in OTBI based on a Listagg column?Summary: I need to see data on one row. I've managed to do this using Listagg. However, now they are asking if that it not be concatenated and still keep it all on one r…Donna Fazio 21 views 5 comments 0 points Most recent by Clare Murtagh - new Reporting & Analytics for Sales
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Can ORACLE Fusion (CX Sales) integrate an external system using protocol POP3 or IMAP or MAPI ?Summary: We are required to verify CX sales customer emails with an external email verification system using the POP3 or IMAP or MAPI protocols. Content (please ensure y…Rajesh Anguluri 1 view 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
OTBI does not show attributes standar that were created in Oracle CxSummary: Hello community! When creating an analyst in OTBI, and located in the object "Lead" missing the field "ExpirationDate", this field is standard, however, does no…SUUM Technologies 31 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Analysis required on Appointments amendmentSummary: User need to analyze the trend of amendments in appointments. From my understanding, this can only be achieved if the system creates different versions or a his…Umair147 1 view 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Can we control Embedded report display properties?Summary: We have embedded a report to Account object. But it is not displaying in full screen, can we control such properties for BIP report to display it as user wants.…Abhishek Nirgudkar 11 views 2 comments 0 points Most recent by jiweiss-Oracle Reporting & Analytics for Sales -
How can I create a historical overview from a flexfield CHARACTER Data type?I have data information stored in a CHARACTER data type flexfield. To expose it in an analysis in Oracle Business Intelligence (OITBI), I navigate to the 'Incentive Comp…Priscila Banqueri 11 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Last 7 days or week query - Looking to query for Opps, Contacts or Accounts updated in last 7 daysSummary: I am trying to generate reports on Opportunities Created or modified in last 7 days - or "Last Week". Also, I want to do the same with Contacts and Accounts cre…
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Fetch Subscription Contact Mail ID using reportSummary: Fetch Subscription Contact Mail ID using report Content (required): Need to figure out the set of queries required to fetch the email id of the contact which is…Neelesh Varma 71 views 2 comments 0 points Most recent by Alexandra Rabaea-Support-Oracle Subscription Management
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Reporting by Sales Reps for their Accounts and the activity in their accountsSummary: I am looking for a report that would enable the Sales Manager to drill into a Sales Rep, then see a summary of their accounts, then select on an account and see…Tim Gruidl 61 views 6 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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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…
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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 36 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 11 views 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 21 views 1 comment 1 point Most recent by Dimple-Nagesh-Support-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 28 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales