Category 192-3
Discussion List
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How to add lead notes to a reportSummary: We need to add in a report through of subject areas the notes that are recorded on the leads Content (required): How can we add the notes that are related to th…SERGIO BARRETO 42 views 2 comments 2 points Most recent by SERGIO BARRETO Reporting & Analytics for Sales -
Subject Area - How to add the attachments field in a reportSummary: How to add the attchament field in a report made through the subject area "Sales - CRM pipeline" Content (required): We want to add the attachment field in a re…SERGIO BARRETO 169 views 2 comments 0 points Most recent by SERGIO BARRETO Reporting & Analytics for Sales
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How to fetch a list of users linked to Account/Account sitesSummary: How to fetch a list of users linked to Account/Account sites. Content (required): How to fetch a list of users linked to Account/Account sites. The ask is to fe…Neelesh Varma 43 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to send HTML content email using OTBI agentSummary: Not able to send an email which include html tags and image contents to be scheduled and sent over agents in OTBI Content (required): Version (include the versi…Kostare 83 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
Using deep link with Workspace and being able to open a record from the tabI am doing a POC for a customer for the following requirement: I have a report showing Customer Name and Activities for that customer. I want to click on the account nam…Andres Munoz 61 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Why is my new custom field not showing in BI?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: I have created a new field 'NewField_c' in the 'Object_c' custom o…Ionel Spaloghe-Support-Oracle 71 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales -
Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? ThanksMohammed Rafi 72 views 3 comments 3 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
How to create a report to show opportunities for the logged in user territory hierarchy?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to create a report to show opportunities for the logged in use…Deborah Bourgeois-Support-Oracle 61 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to insert page breaks for report PDF print out?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How To: 1. Insert page break in the narrative between accounts 2. …Deborah Bourgeois-Support-Oracle 116 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to give user friendly names to Custom Subject Areas when using queries on Data Model?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to give user friendly names to Custom Subject Areas (CSA) to m…Deborah Bourgeois-Support-Oracle 73 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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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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Select query not giving desired resultSummary: I'm using below query but it is not giving desired result Content (required): The use case is to fetch the Email ID and subscription number of the contact assoc…Neelesh Varma 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Trendline Function exampleWhat does the trendline function shows? Do you have an example of how it works? We have this formula: TRENDLINE("Pipeline Facts"."Opportunity Revenue", ("Time - Addition…Syed Misbauddin-Support-Oracle 11 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
ESS Job linked with Report giving errorSummary: ESS Job linked with Report giving error: "Report definition not found:My Folders/Drafts/TestRenewalReport.xdo" Content (required): ESS Job linked with Report gi…Neelesh Varma 31 views 2 comments 0 points Most recent by Swapnil Kashid Reporting & Analytics for Sales
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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 63 views 6 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to combine two rows of text data into a single column in OTBI?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: How to combine two rows of text data into a single colum…Priscila Terazawa - Support-Oracle 498 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Help Oracle make cloud applications easier to extend!If you've extended an Oracle cloud application in the last year, we want to leverage your experience! Specifically, we'd like to interview you for about an hour on what …Mary Beth Raven-Oracle 42 views 0 comments 2 points Started by Mary Beth Raven-Oracle Reporting & Analytics for Sales -
Is there a way to capture the details when the user views the data in sales objects?**This post was created as part of a How to Service Request (SR) Release: 22C Summary: If the user login to the system and accessed the sales object and does not perform…Dragos Deak-Support-Oracle 33 views 1 comment 0 points Most recent by Dragos Deak-Support-Oracle Reporting & Analytics for Sales
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How to Send an Email with report attachment?Question : How can an email notification be sent to the opportunity owner with all the opportunity details at the same time? **This post was created as part of a How to …Iulian Hanza-Support-Oracle 11 views 1 comment 0 points Most recent by Iulian Hanza-Support-Oracle Reporting & Analytics for Sales
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Subtab Analytics for BI report Parameter passed not generating correct report**This post was created as part of a How to Service Request (SR) Summary: Request is to have on custom entity Project show Account, Opportunity and Opportunity Team for …Dragos Deak-Support-Oracle 21 views 2 comments 0 points Most recent by Dragos Deak-Support-Oracle Reporting & Analytics for Sales
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Logic of "Opportunity"."# Days in Stage"**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Would like to know what id the logic of "Opportunity"."# Days in S…Dragos Deak-Support-Oracle 61 views 1 comment 0 points Most recent by Dragos Deak-Support-Oracle Reporting & Analytics for Sales
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Analytics: Infolets Limitation**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is there any limitation of indicators to add within the Infolets s…Ionel Spaloghe-Support-Oracle 41 views 4 comments 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
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Is it possible to create a cross subject area report using a CX Sales and Incentive Compensation SA?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is it possible to create a cross subject area report using a CX Sa…Priscila Terazawa - Support-Oracle 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to set the export option at the bottom of the reports/Analysis/Dashboard?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to make a single Export option at the top for all the reports …Ioana-Pacioianu-Support-Oracle 41 views 2 comments 0 points Most recent by Ioana-Pacioianu-Support-Oracle Reporting & Analytics for Sales -
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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Why I am not able to search the Favorites in the 'Reports and Analytics' ?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Not able to search the Favorites in the 'Reports and Analytics' se…Ioana-Pacioianu-Support-Oracle 44 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle Reporting & Analytics for Sales
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How to sync the change of username in UI with OTBI agents created by the old username?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Customer have changed the username and now all OTBI agents created…Ioana-Pacioianu-Support-Oracle 31 views 1 comment 0 points Most recent by Ioana-Pacioianu-Support-Oracle Reporting & Analytics for Sales
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Proposed/Calibrated Rating (Recent & Historical)Summary: Hello, Good day! I have a requirement which is to pull the proposed rating (recent and historical) in one report but different column for recent and other colum…Hazel De Castro 31 views 1 comment 0 points Most recent by Raghavan p-Oracle Reporting & Analytics for Sales
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Custom job role: impossible to execute a report even if the custom role has BI Author & BI Consumer**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: I have created a new custom CRM job role. I have added rights via …Ionel Spaloghe-Support-Oracle 155 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales