Discussions

Eloqua Insight FAQs

Alexa Kalapaca-Oracle
Alexa Kalapaca-Oracle Posts: 188 Employee
edited Apr 29, 2022 6:26AM in Eloqua
For more general information on the arrival of Insight (OBIEE), please visit: Eloqua Product Update: A New Look for Eloqua's Reporting 

All your Insight questions answered in one place!

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Where can I find resources to help?

Are you just getting started with Insight and don’t know where to begin? We’ve created a ton of resources for you. Find them all on Topliners at bit.ly/InsightResources (case sensitive!). You must be a member of Eloqua Insiders to access these resources, so if you’re not a member, don’t delay!

Are all Classic Insight reports available in Insight?

All relevant reports have been already created within the new Insight reporting area.

That being said, if there is a report you feel would benefit you and other Insight users, let us know! Submit an Enhancement Request using My Oracle Support.

How long do we have access to Classic Insight? Will we have access to our existing custom reports?

As of May 18th, 2018 (18B Release) Classic Insight is in Read-Only Mode. While in Read-Only Mode, you cannot create or edit reports and dashboards. You will still have access to run standard reports, view existing custom reports, and dashboards. All subscriptions will continue to run as configured. Classic Insight export functionality will not be impacted by this change; export functionality will still be available.

Don't delay and create your custom reports in Insight. Here's a quick video introduction.

Which data objects are available with the new Insight Reporting?

All available data that is accessible in Classic Insight is available with the new Insight using subject areas. Use the following resources to find the data you're looking for:

CDO limitations exist as they did with Classic Insight including only being able to access 25.

How do I schedule a report in Insight?

In Insight, subscription and email services are provided by agents. You can create an agent to deliver your content to your Inbox. You can also subscribe to agents created by others. An agent can be scheduled to run at anytime and can be delivered to recipients you specify. Check out the video to get your started and review the detailed documentation.

Here are some other video resources on agents:

How can I filter the data delivered by an agent?

This is where we need to discuss the difference between a reporter and an analyzer in Insight. These roles are fundamentally different than they were in Classic Insight. An analyzer must customize the report you want delivered to use prompted filters. Once the prompted filters are created, you can use them to customize the delivery content. Have a look at our video   and review the documentation on creating prompted filters and using them in an agent.

When will you demo using agents?

We've created several agent videos to help you out:

Are they any plans to add dynamic date ranges?

Dynamic date attributes are available in several subject areas. Here's a video introducing how you can use them in your custom reports:

Otherwise, you can use a SQL formula to add dynamic dates: .

Can reporter license holders move columns and add additional contact fields to a report?

A reporter can move columns in a report. Find out all that you can do with columns here. However, only an analyzer can add attributes and metrics to a report. Note the changes to the number of analyzers licenses available by trim below.

My organization only has 1 analyzer license. What can we do?

Great news! We’ve increased the number of analyzer licences available for each trim. As of 18D, your Eloqua administrator can assign licenses (no need to log an SR!). Here is a post on how you can do this:

Will the Database Health Dashboard be replicated in new Insight?

Use Contact Database Health dashboard  to get a current state snapshot of the contacts in your database. Remember, Eloqua dashboards are now delivered in the Dashboards area (available from the Analytics menu in the global header), not in Insight. Here is the documentation. You can view the reports associated with a dashboard chart in Insight in the path Shared Folders / Dashboard reports.

Will shared lists and shared filters be available in Insight so that we can filter for specific lists?

You can access contact list data using the Contact Lists subject area. For example, the Eloqua report Contact Overlap in Shared Lists uses this subject area to show contacts in 2 or more contact lists. Shared Filter attributes are not available in any subject area in Insight.

You might find these resources on Topliners useful to locate all the metrics and attributes available in Insight:

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That being said, if there is a use case that you feel would benefit you and other Insight users, let us know! Submit an Enhancement Request using My Oracle Support.

Can we join form submission data with campaign data?

Form submission data is only available in the Form Submission Data subject area. We do not recommend building an analysis with multiple subject areas. Attempting to combine multiple subject areas will likely result in an error message since the underlying data model doesn't support all data joins. If the report does successfully run, we cannot guarantee the accuracy of the data returned.

Use the and to help understand what is available in each subject area.

If you feel a subject area should be changed to support this, let us know! Submit an Enhancement Request using My Oracle Support.

Are there limits to the number of records that can be processed and displayed within Insight?

You are limited to 200,000 rows in your results. Exporting to any format is also limited to 200,000 cells. Delivering content via an agent is limited to 5,000 rows. In 19A (February 2019), the agent limit increases to 200,000 row as well. Learn more from the Help Center FAQs.

Can I password protect a report I’m delivering via an agent?

You cannot password protect content delivered via an agent. Having said that, only logged in users can set up an agent in Insight. When an agent delivers content via an email, TLS 1.2 is used to secure that email transfer.

What is the difference between My Agent Subscriptions and My Agents?

From the Insight home page, under the Browse Catalog section, you might notice two links: My Agent Subscriptions and My Agents.

  • My Agent Subscriptions shows you agents that you currently subscribe to. Note that agents that you have been designated a recipient of are not included in this list. You can then perform various tasks, such as customizing your subscription, unsubscribing from the agent, or printing a summary of the agent settings.
  • My Agents shows you a list of the agents that you own.

How often is the data updated in Insight?

Typically, it can take up to 24 hours before you see the most recent data in Insight. Insight data is stored at the day level and is refreshed every few hours. This spreads the processing throughout the day.

Device metrics (included in the Email Open subject area) is provided by a third party and it can take up to a few days to populate all records.

How do I pull the subject line into the results?

The Email Subject Line attribute is available from most email subject areas. It is not included by default in our out-of-the-box reports. An analyzer can easily add the attribute to the report you need.

You will find these resources on Topliners useful to locate all the metrics and attributes available in Insight by subject area:

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Can we create custom subject areas?

No, you cannot create a custom subject area.

Will Oracle Eloqua utilize OTBI?

Oracle Eloqua is not currently using OTBI.

What if we already have access to an instance of Oracle BI?

You cannot blend your Eloqua instance of Oracle BI with your own instance of Oracle BI.

Any changes in the data retention period for Insight?

No, there are no changes to data retention. Find out all you need to know in the Eloqua Help Center.

How can we create the standard filter to apply all subject areas?

An analyzer can create a named filter that can be reused across a single subject area.

How do I add a legend in a graph?

Have a look at the tutorial Adding a Graph. It shows you how to add a graph view to your analysis and includes a legend.

Is that possible to display the email frequency report for last 12 months?

The Email Frequency report allows you to filter for the last month’s of data via a prompt selection. However, if you do not make a prompt selection, all data is shown. An analyzer can customize this report to prompt for other date ranges.

How can we delete or move a custom report or dashboard?

A user with permissions can move or delete a custom analysis or dashboard in the Company Shared folder. You cannot change or move reports in the Shared Folders. Find out more about Insight permissions.

Is there a timeline yet for a reporting API?

No, there is no timeline for a reporting API.

Post edited by OIT Integration User on

Comments

  • Carmaine Cotham
    Carmaine Cotham Posts: 17 Bronze Medal

    Currently when you update an existing report and shift the columns around to be in the order your business partner has requested, they show correct on the screen but when you run the report, the changes do not stick. Any new columns or fields you have added, get added to the end of the report. We were told by our Eloqua Expert, that the only way you are able to get the order to stick is by recreating the entire report from scratch.

    Is this something that is going to be fixed in the upcoming release?

    It is really frustrating to work on getting your report exactly as you want it, and then all of your changes revert back, even though on the screen, the order is correct.

    Thanks.

  • Currently when you update an existing report and shift the columns around to be in the order your business partner has requested, they show correct on the screen but when you run the report, the changes do not stick. Any new columns or fields you have added, get added to the end of the report. We were told by our Eloqua Expert, that the only way you are able to get the order to stick is by recreating the entire report from scratch.

    Is this something that is going to be fixed in the upcoming release?

    It is really frustrating to work on getting your report exactly as you want it, and then all of your changes revert back, even though on the screen, the order is correct.

    Thanks.

    Hi @Carmaine Cotham,

    I'm not with the Product team so I'm unaware of any plans to fix the stickiness of the Criteria screen, however, I do have a suggestion:

    Assuming you are making adjustments to the Report by clicking "Edit" (i.e. you have Analyzer access), I recommend you make adjustments to the column order on the Results tab, rather than on the Criteria tab. After you have made your adjustments, save this version of your report and you'll find that when you come back in and run the report at a different time your changes will stick.

    That should get you what you need barring a fix to the way the Criteria tab retains the column order.

  • Is there a way to set up an agent to send a report for a specific email or specific form, instead of getting all the data?

    I am trying to set up an agent that will only send form submission data of one form to a specific contact

    Thanks

  • Is there a way to set up an agent to send a report for a specific email or specific form, instead of getting all the data?

    I am trying to set up an agent that will only send form submission data of one form to a specific contact

    Thanks

    Hi @asavino,

    This is fully possible if you have an analyzer licence. If you don't have analyzer, you won't be able to add conditions on the agent mentioning specific emails/landing pages/forms, etc.,..

    Without analyzer, it'll only let you to filter the report on very limited conditions.

    Thanks,

    Sankara