Reporting and Analytics
Discussion List
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How to give access to a custom dashboard and data within itSummary: How to give access to a custom dashboard and data within it Content (required): Hi, We have some custom dashbaords developed and each dashboard has multiple ana…Abhishek Gattu 72 views 4 comments 0 points Most recent by Umamaheswara Reddy Karri Reporting and Analytics for SCM -
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 -
Filter Planned Completion Date Based on Current DateSummary: Content (required): Hi, We have created an OTBI report with the column "Planned Completion Date" using Maintenance Management - Work Order Performance Real Time…Sheneli98 41 views 1 comment 0 points Most recent by Bharath Raghupathi-Oracle Reporting and Analytics for SCM
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How do I obtain a flitered list of attachments and then export them from OSvC?Content Hello, We frequently have agents who want to create a list of attachments for specific incidents, filter for attachments that have a specific name, and then expo…User_2025-10-31-01-08-51-703 45 views 6 comments 0 points Most recent by User_2025-10-31-01-08-51-703 Reporting & Analytics for B2C Service
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Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? ThanksMohammed Rafi 71 views 3 comments 5 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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Time with agentSummary: What is the best way to calculate the time the case has been with an agent? Content (required): For example, when a client raises a case it gets assigned to an …SDP 51 views 1 comment 1 point Most recent by michael garverick Reporting & Analytics for B2C Service
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How to pull in a column full name of ctype_id=10 the main name not the representative the name =10?Summary: I have build a report and trying to pull with if(contact.ctype_id=10). I tried substring but it doesn't work, I guess I didn't make the correct combination of c…TinaB 31 views 6 comments 0 points Most recent by michael garverick Reporting & Analytics for B2C Service
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What's the most efficient way to temporarily 'tag' records for reporting purposes?Summary: We need to check on a particular field for a large group of contacts, but have no way of querying for them. There is a separate/external and 'official' contact …Christos S. 51 views 6 comments 0 points Most recent by Christos S. Reporting & Analytics for B2C Service -
Why does Rule State double each Answer in the report?Summary: Adding Rule State to Answer Default report doubles every row for each answer. Content (required): I want to modify the Answers Default report that is a simple l…User_2025-10-31-01-08-51-703 41 views 22 comments 1 point Most recent by Christian UoA Reporting & Analytics for B2C Service
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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 111 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 72 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Can we add one new Detail (filter) to Configuration Visualization from a Saved Search?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: We are trying to create a new Configuration Visualization with Sou…Ionel Spaloghe-Support-Oracle 51 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Subject Area to pull all contacts from Accounts (that are not customers)Summary: Subject Area to pull all contacts from Accounts (that are not customers) Content (required): I am trying to pull a list of all contacts and want to include thei…
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Help with BI answers Report - AccountContactIDSummary: I am trying to create a report for contact information that has a relationship with that Account. In the import mapping for AccountContact I am able to see the …
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How to add the Supplier Site Attribute information to the Requisition PDF ReportSummary: I want to add the Attribute Information from the Supplier Site to the Requisition PDF Report. Based on the attachment from Doc ID 2595071.1 (RequistionPDF Attri…Hendra_innopia 31 views 1 comment 0 points Most recent by Noelle Bartlam-Oracle Reporting and Analytics for SCM
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Custom DCL fields are not visible in analyticsSummary: We have custom DCL fields in Lead , those were not coming in standard subject area , so created custom subject area by adding all the fields and published , aft…
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How to retrieve province's Primary and Alternative Names of CA country using SQL query?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Customer requested to know how to retrieve province's Pr…Manoj Kumar-Support-Oracle 181 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
Can we add detail reports/dashboard in cx sales mobile app?Summary: When we are trying to add reports from 'visualization configuration' , we are able to select the path but with in that respective path reports are shown up. can…
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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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How to report on a Text Formula Field in OTBISummary: A new Text Formula field will not show up in Reports and analytics, oracle manual says this is not possible but I'm curious if anyone has found a way around it.…Pete.Sterchak 111 views 1 comment 1 point Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Has Oracle CX an option to export data to SFTP?Summary: Has Oracle CX an option to export data to SFTP?Siraj Syed -Support-Oracle 41 views 1 comment 0 points Most recent by Siraj Syed -Support-Oracle Sales
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PO Change order History TableSummary SQL/Table to fetch Purchase order change historyContent Hi, Can anyone please help me with the back end table/SQL to get the purchase order change history. I was…Sahil_Makhiza 1.5K views 7 comments 0 points Most recent by Anjana Das-Oracle Reporting and Analytics for SCM
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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 -
Incident performance data Filter Through AnaylticsResults APISummary: By Pass 10,000 records AnaylticsResults API limit Content (required): Hi Guys, The AnaylticsResults API has a limit of 10,000 records per run. We have an integr…Sylvia S. 31 views 1 comment 0 points Most recent by Robert Surujbhan-Oracle Reporting & Analytics for B2C Service
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How can we enable reports in the oracle cx sales mobile application?Summary: How can we enable reports in the oracle cx sales mobile application? Thank you Content (required): Version (include the version you are using, if applicable): C…
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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 34 views 2 comments 0 points Most recent by Swapnil Kashid Reporting & Analytics for Sales
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How to show matching incident rows from two different join tables?We're working on a project where we want to add contacts to an incident, but we can't use secondary contacts because we don't want to automatically send emails to them. …Eric Gottesman 41 views 6 comments 0 points Most recent by Justin_D Reporting & Analytics for B2C Service
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Why are chat numbers not the same between chat report and incidents created by source (chat)?Summary: Chat Activity Report and Incidents Created by Source not showing the same numbers for live chat Content (required): If I run the Chat Activity Report and the In…MikeA 21 views 1 comment 0 points Most recent by Megan Akins-Support-Oracle Reporting & Analytics for B2C Service -
Identify leads and Opportunities for PartnersSummary: We need to identify if the leads and opportunities belong to internal sales employees or they belong to partner users Content (required): We have implemented PR…