Reporting and Analytics
Discussion List
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Available Today: Out of the Box Reports for Subscription ManagementSummary: Out of the Box Reports for Subscription Management - available today in Oracle Sales. Content (required): Out of the Box Reports for Subscription Management - a… -
Available Today: Out of the Box Reports for Service Agents and ManagersSummary: Out of the Box Reports for Service Agents and Managers - available today in Oracle Sales. Content (required): Out of the Box Reports for Service Agents and Mana…
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Available Today: Out of the Box Reports for Incentive CompensationSummary: Out of the Box Reports for Incentive Compensation - available today in Oracle Sales. Content (required): Out of the Box Reports for Incentive Compensation - ava…Heather Sieberg-Oracle 11 views 0 comments 1 point Started by Heather Sieberg-Oracle Incentive Compensation
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Available Today: Out of the Box Reports for PRM and Channel SalesSummary: Out of the Box Reports for PRM and Channel Sales - available today in Oracle Sales. Content (required): Out of the Box Reports for PRM and Channel Sales - avail…
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Available Today: Out of the Box Reports for the Sales ExecutiveSummary: Out of the Box Reports for the Sales Executive - available today - in Oracle Sales. Content (required): Out of the Box Reports for the Sales Executive - availab…
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Available Today: Out of the Box Reports for the Sales ManagerSummary: Out of the Box Reports for the Sales Manager - available today - in Oracle Sales. Content (required): Out of the Box Reports for the Sales Manager - available t…
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Available Today: Out of the Box Reports for the Sales RepSummary: Out of the Box Reports for the Sales Rep available today in Oracle Sales. Content (required): Out of the Box Reports for the Sales Rep available today in Oracle…
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How to migrate custom data stores in BICC from Dev instance to test instanceSummary: Hello All, We have created few custom data stores in BICC and we used existing VO by deselecting few fields, now we need to migrate these to higher environments… -
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Summary What are the different ways we can show an OTBI dashboard/report in the Oracle Sales Cloud Homepage?Content Hi, Right now, the way we do this is by linking the r… -
Field value is not displayed in report when record is created using REST APIContent Hello Members, We are creating few opportunities using REST api. We have a DCL field on opportunity which refers to promotions object. When we create a record us… -
How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Feature Spotlight: Analytics for CX Sales MobileContent Analytics with modern visualizations and mobile friendly display is available starting 21C . With performance and key metrics available in the mobile app, sales … -
How to display the value of a Dynamic Choice List instead of a number on OTBI AnalysisSummary How to display the text value of a DCL (Dynamic Choice List) on OTBI AnalysisContent Hi all, I have an analysis of a custom object where some fields are DCL. Whe… -
Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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Infolets - Time ZoneSummary Infolets - Time ZoneContent Hi all, When a user (Sales Manager in this case) consults an infolet on the infolets page, what date / time does that analysis take? …
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Account Rollup functionality and it related subject areaContent Hello All, In Oracle CX after 21B we see new object called Account Rollup child object under Accounts and it has few aggregated fields.So we are looking for is t…
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How to rename a tab in Analytics page in Oracle CX SalesSummary Need to embed a OTBI report to 'Analytics' page in a new tabContent Hi, Trying figure out how I could rename a tab in Analytics new tab. I have created a dashboa… -
How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …
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Is There A Way To Un-Retire A Lead?Content Hi, What are the ways we can un-retire a lead? Thanks, Ed Version 20D
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Opportunity Assessments - AnalisysSummary Opportunity Assessment template - AnalisysContent Hi all, I need to create an analysis in OTBI where it shows by Opportunity the values entered in the assessment…
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How we can display the forecast vs quota by the quantity not by the amountContent Need to display the graph by quantity -
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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Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…
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Add percentage in bar graphSummary Add percentage in bar graphContent Hi all, I need to add the percentage for each Status Name. I chose the Pareto graph because it shows the percentage scale. But…
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How to display 'Month name' instead of the number of the Month in OTBI analysisSummary How to display 'Month name' instead of the number of the Month in OTBI analysisContent Hi all, In the result of an analysis, for the Month field, I need to see t…
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Can You Link an OTBI Report on the Sales Cloud Homepage?Content Hi, We want users to give quick access to their most used reports in OTBI by trying to find a way to have the link available in the sales cloud homepage. Is this…
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Make CampaignId available as a session scope variableSummary Adding the CampaignId as a session variable will make able to add contextual analysis at the Campaign analysis tab from Campaigns.Content As we've made with some… -
multiple ParameterValuesContent I need to call runReport webserivce in groovy and pass two parameters to the report (see my groovy below). Could someone please provide a sample groovy that can …
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How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…