This blog explains the steps involved in creating Oracle Sales Cloud reports. The reports are used by Sales representatives and Sales Managers to help them with their sales activities.
1.Login to Oracle Sales Cloud using the correct credentials and click on the Navigator icon
2. Click on the “Reports and Analytics” link
3.Click on the “Browse Catalog” button
4.Oracle Business Intelligence screen is displayed
5.Click on New and then, Analysis link
6.Click on the required Subject Area from the list of subject areas displayed
7.Drag and drop the required fields from the Subject Area on the left side of the screen to the “Selected Columns” area. Drag and drop any filter fields in the “Filters” area.
8.Click on the “Results” tab to see the report results
9.To add graph to the report, Click on “New View” icon, then Graph, then choose the required graph type
10.Click on the “Edit View” button in the graph design layout
11.Drag and drop measure field under the “Measures” section and the horizontal axis field under the “Bars” section
12.Click on “Done” button when all changes with graph design are completed
13.The report result displays the table report and the graph