Reporting and Analytics
Discussion List
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How do I Report on contact activity including appointments and emailsSummary: I am trying to get 2 reports: A report that shows all of the activities a Sales Rep did on a particular day - including: Appointments and emails sent - from bot…Tim Gruidl 53 views 8 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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which tables to refer to get Partner addressSummary: What is tables to get partner address?? partner +partner address Content (please ensure you mask any confidential information): Version (include the version you…
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How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Corporate currency conversion in OTBI reportSummary: We have multi currency enabled in application. In the Opportunity UI user's select the currency as required and go through the pipeline process to book/close op…
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Get the source system of a merged contact recordSummary: Is it possible to get the source system of a merged contact record? We're aiming to use it for reporting. If feasible, which table should be used? There is colu…
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Is there a table where we could query/retrieve the match configuration rule attributes for CDM?Summary: We've a requirement to create a report showing the match rule and the rule attributes. We can use ZCH_MERGE_DETAILS_B to get the match rule name for merged reco…
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Most searched article OTBI ReportSummary: Hello , I am trying to create a OTBI report that lists Most searched KM articles. Tried using KM - Article search questions historical subject area , but doesn'…Lakshmi_Sasidharan 51 views 5 comments 0 points Most recent by Lakshmi_Sasidharan Reporting & Analytics for Fusion Service
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How to get Audit Report of a Custom Object using Rest APISummary: To get Audit Report of a Custom Object using Rest API Content (please ensure you mask any confidential information): I want to get the Audit Report of a Custom …
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How to report out of the CDM Manage hierarchiesSummary: How to create reports from CDM Manage hierarchies data? Content (please ensure you mask any confidential information): Client has CX Sales and CDM implemented. …
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We could not find the table for Log a Call functionalitySummary: We could not find the table for Log a Call on Activity and Notes Table where the details are available on NGS Smart Action. Can you please help us to identify t…
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Eloqua Closed loop reportingSummary: Is it possible to use the standard report of Closed loop Reporting with CX Sales data but using OIC instead of CX sales integration app?CristinaMusso-Oracle 11 views 1 comment 0 points Most recent by Florin Musatoiu - Support-Oracle Sales
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Is there a way to make the CSV Column stagnant and not change order of sequence?Summary: Is there a way to make the CSV Column stagnant and not change the order of sequence? We are extracting data from BIP Report and it seems that CSV Output have th…
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Configuring a connection between LRU and Employee to get Tax Number of a Legal Entity.Summary: Content (please ensure you mask any confidential information): User would like to include in the report Unemployment Tax Number of an Employee. The Tax Number a…ChristianC 31 views 2 comments 0 points Most recent by Parag Hiremath Payroll and Global Payroll Interface (GPI)
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OTBI analysis for count of lead createdSummary: Hi, I want to create an analysis to show all the names of users in a branch and count of leads created by them. Could you please help me to create this analysis…Anjanah Ganapathy G S S 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to migrate Redwood Sales Dashboard across instances ?Summary: We've built some custom Redwood Sales Dashboard Pages. (Metric, Contents Container) using Express Reports as well as Visualization Configuration. As Visualizati…
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How can I access fusion OTBI report via restSummary: I am looking to be able to access an OTBI report from Fusion Sales via REST. Where is there documentation on how to do that? Content (please ensure you mask any…
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Inquiry about "Item Change History" in Oracle CX SalesSummary: I am looking for information on which "subject area" I can find the "Item Change History" within Oracle CX Sales. I would appreciate any guidance on specific ar…
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How do I change the resource organization hierarchy name?Summary: I am trying to rename some of my organization but unable to find where to do so. Content (please ensure you mask any confidential information): Version (include…
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How to link dashboard prompts for custom AnalysisSummary: Hi Team, We have created two analysis. 1.To fetch the headcount of promotions w.r.t. their department 2.To fetch the data of drilldown includes 'Current Assignm…
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How to enable group by for Visualization Configuration ?Hi team, We want to create a table using Visualization Configuration from OTBI analysis, where we need column 1 as Estimator(Owner) Name and column 2 as Number of Submit…
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Ability to add BI report from custom object either using smart action or any related optionsSummary:Ability to add BI report from custom object either using smart action or any related options Content (please ensure you mask any confidential information): Hi Te…
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Fetch all OTBI Reports custom adhoc & scheduledSummary: Would it be possible to generate a OTBI report that includes all system-generated of adhoc and recurring reports/views ? I have tried to use OTBI Usage Real Tim…
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Opportunity Line Revenue exchange rateSummary: Hi, Does "Pipeline Detail Facts"."Opportunity Line Revenue" column uses exchange rates for non USD opportunities? Content (please ensure you mask any confidenti…
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Understand how Oracle is handling Special Characters and Non-english CharactersHello, We want to know how oracle is handling special characters and non-english characters. Also how these special characters and non-english characters are being store…
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How can I create a report BI of notifications sent by service request workflow?Summary: How can I create a report of notifications sent by service request workflow? Content (required): Currently we are dispatching a series of notifications through …Camilo Martinez-114335 32 views 1 comment 0 points Most recent by Radhika Abhyankar-Support-Oracle Fusion Service
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How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
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QyeryHI, I Need query for the shipment Planned vs Shipped in OTM. Please share if any one can. Thanks Sushil PandeySushil Pandey-277265 31 views 2 comments 0 points Most recent by AkshayThakur Transportation Management
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How to import latest file from BI report to WCC to import management?Summary: we have BI Report, and we are exporting it to WCC everyday, and we notice that its Content ID is different every time, we are planning to create an automation t…
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What is the best Subject Area to report on Eloqua Marketing and Outlook Activities in SalesSummary: We are looking to report on; Marketing events we send from Eloqua to CX Sales - like website visits, page opens, etc. Emails tracked in the Outlook for CX Sales…
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Email Validation Status Backend Field Not PopulatingSummary: Fields visible in UI and Backend for Email Validation Status and Date Not Populating even though in UI it has a value. This is OOTB field in which we haven't ma…