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Advanced Custom Objects Reporting Subject Area

Availability

This subject area is available in all editions of Oracle CRM On Demand.

Business Purpose

This subject area provides the ability to analyze advanced custom objects.

Advanced Custom Objects area is a specialized subject area that allows the reporting of the one-to-many and many-to-one relationship between Custom Objects 4 through 15 and prebuilt objects, including Custom Objects 1,2, and 3. Because the Advanced Custom Objects area unites the reporting of all objects under a single subject area, it is necessary to include a determining metric for the report to help it choose a relationship path among the objects included in the report. The reporting of the many-to-many relationship is not possible using this subject area because it is not directly supported by Oracle CRM On Demand for Custom Objects 4 through 15.

The many-to-many relationship is implemented for Custom Objects 1,2, and 3 and account, contact, service request, and opportunity in Analytics. Hence, it is possible to report on the one-to-many relationship only between Custom Objects 1,2, and 3 and these objects. It is not possible to report on the one-to-many relationship between Custom Objects 1,2, and 3 and activities, assets, leads, and products.

Relationship Type

Federated

Dimensions

This subject area has the following dimensions:

  • Account
  • Activity
  • Allocation
  • Campaign
  • Claim
  • Contact
  • Coverage
  • Custom Object 1
  • Custom Object 2
  • Custom Object 3
  • Custom Object 04
  • Custom Object 05
  • Custom Object 06
  • Custom Object 07
  • Custom Object 08
  • Custom Object 09
  • Custom Object 10
  • Custom Object 11
  • Custom Object 12
  • Custom Object 13
  • Custom Object 14
  • Custom Object 15
  • Damage
  • Financial Account
  • Financial Account Holder
  • Financial Account Holding
  • Financial Plan
  • Financial Product
  • Financial Transaction
  • Household
  • Insurance Property
  • Inventory Period
  • Involved Party
  • Lead
  • Opportunity
  • Partner
  • Policy
  • Policy Holder
  • Product
  • Sample Inventory
  • Sample Transaction
  • Service Request
  • Transaction Item

Optimized Filtering Fields

This subject area has fields that are optimized for reducing the query time when they are used in filters. Optimized fields end with the words Code or UTC. For example, the Account dimension has an Account Type field. There is also an Account Type Code field, which is the optimized version of the Account Type field. Similarly, there is an Indexed Date UTC field, which is the optimized version of the Indexed Date field. Using the optimized field in the filter generates faster queries. This method is faster than using the standard field. For information on using optimized filtering fields, see Using Optimized Filtering Fields. The following dimensions in this subject area have optimized filtering fields:

  • Account
  • Activity
  • Allocation
  • Claim
  • Contact
  • Coverage
  • Custom Objects 1-15
  • Damage
  • Financial Account
  • Financial Account Holder
  • Financial Account Holding
  • Financial Plan
  • Financial Product
  • Financial Transaction
  • Insurance Property
  • Inventory Period
  • Involved Party
  • Opportunity
  • Policy
  • Policy Holder
  • Sample Inventory
  • Sample Transaction
  • Service Request

Metrics

The complete list of metrics for this subject area is as follows:

  • Account Metrics
    • Account Custom Metrics
    • Number (#) of Accounts
  • Activity Metrics
    • Number (#) of Accounts with Activities
    • Number (#) of Activities
    • Number (#) of Closed Activities
    • Number (#) of Open Activities
  • Allocation Metrics
    • Number (#) of Allocation
    • Average Maximum Quantity (Avg MaxQty) Allocation
    • Average Maximum Quantity (Avg MaxQty) Call
    • Average (Avg) Order By
    • Sum Maximum Quantity (MaxQty) Allocation
    • Sum Maximum Quantity (MaxQty) Call
    • Sum Order By
  • Campaign Metrics
    • Number (#) of Accounts for Campaign
    • Number (#) of Campaigns
    • Number (#) of Campaigns Active
    • Number (#) of Campaigns Completed
    • Number (#) of Campaigns Planned
    • Number (#) of Contacts for Campaign
    • Number (#) of Leads for Campaign
    • Number (#) of Opportunities for Campaign
    • Number (#) of Wins for Campaign
    • Percentage (%) of Budget (Definition: The cost multiplied by 100, then divided by the budgeted cost.)
    • Percentage (%) of Lead Target Achieved (Definition: The number of leads multiplied by 100, then divided by the lead target.)
    • Percentage (%) of Revenue Target Achieved (Definition: The closed revenue multiplied by 100, then divided by the revenue target.)
    • Average (Avg) Days to Close Opportunity (Opty) for Campaign
    • Average (Avg) Closed Revenue for Campaign
    • Average (Avg) Days to Close Opportunity (Opty) for Campaign
    • Average (Avg) Cost Per Closed Sale (Definition: The average cost divided by the number of wins.)
    • Average (Avg) Cost Per Lead (Definition: The average cost divided by the number of leads.)
    • Closed Revenue for Campaign
    • Cost per Closed Sale (Definition: The cost divided by the number of wins.)
    • Cost per Lead (Definition: The cost divided by the number of leads.)
    • Lead Conversion Rate for Campaign
    • Opportunity Revenue for Campaign
    • Opportunity Win Rate for Campaign
    • Return On Investment (ROI)

  • Claim Metrics
    • Claim Custom Metrics
    • Number (#) of Claims
    • Average (Avg) Amount of Liability
    • Average (Avg) Amount of Loss
    • Average (Avg) Employee Injured Number
    • Average (Avg) People Injured Number
    • Sum Amount of Liability
    • Sum Amount of Loss
    • Sum Employee Injured Number
    • Sum People Injured Number
  • Contact Metrics
    • Contact Custom Metrics
    • Number (#) of Contacts

  • Coverage Metrics
    • Coverage Custom Metrics
    • Number (#) of Coverages
    • Average (Avg) Deductible
    • Average (Avg) Individual Limit
    • Average (Avg) Insured Amount
    • Average (Avg) Total Limit
    • Sum Deductible
    • Sum Individual Limit
    • Sum Insured Amount
    • Sum Total Limit

  • Custom Object 1-15 Metrics
    • Custom Object 1-15 Custom Metrics
    • Number (#) of Custom Objects 1-15
  • Damage Metrics
    • Damage Custom Metrics
      • Number (#) of Damages
      • Average (Avg) Estimate Amount
      • Average (Avg) Property Number
      • Sum Estimate Amount
      • Sum Property Number
  • Financial Account Metrics
    • Financial Account Custom Metrics
    • Number (#) of Financial Accounts
    • Average (Avg) Balance
    • Sum Balance
  • Financial Account Holder Metrics
    • Financial Account Holder Custom Metrics
    • Number (#) of Financial Account Holders
  • Financial Account Holding Metrics
    • Financial Account Holder Custom Metrics
    • Number (#) of Financial Account Holdings
    • Average (Avg) Performance
    • Average (Avg) Purchase Price
    • Average (Avg) Quantity
    • Average (Avg) Value
    • Sum Performance
    • Sum Purchase Price
    • Sum Quantity
    • Sum Value
  • Financial Plan Metrics
    • Financial Plan Custom Metrics
    • Number (#) of Financial Plans
  • Financial Product Metrics
    • Financial Product Custom Metrics
    • Number (#) of Financial Products
    • Average (Avg) Current Price
    • Sum Current Price
  • Financial Transaction Metrics
    • Financial Transaction Custom Metrics
    • Number (#) of Financial Transactions
    • Average (Avg) Quantity
    • Average (Avg) Transaction Price
    • Average (Avg) Value
    • Sum Quantity
    • Sum Transaction Price
    • Sum Value

  • Household Metrics
    • Household Custom Metrics
    • Total Contact Assets
      • Average (Avg) Total Assets
      • Average (Avg) Total Assets (000)
      • Total Assets
      • Total Assets (000)
    • Total Contact Expenses
      • Average (Avg) Total Expenses
      • Average (Avg) Total Expenses (000)
      • Total Expenses
      • Total Expenses (000)
    • Total Contact Income
      • Average (Avg) Total Income
      • Average (Avg) Total Income (000)
      • Total Income
      • Total Income (000)
    • Total Contact Liabilities
      • Average (Avg) Total Liabilities
      • Average (Avg) Total Liabilities (000)
      • Total Liabilities
      • Total Liabilities (000)
    • Total Contact Net Worth
      • Average (Avg) Total Net Worth
      • Average (Avg) Total Net Worth (000)
      • Total Net Worth
      • Total Net Worth (000)
    • Total Household Assets
      • Average (Avg) Total Household Assets
      • Average (Avg) Total Household Assets (000)
      • Total Household Assets
      • Total Household Assets (000)
    • Total Household Expenses
      • Average (Avg) Total Household Expenses
      • Average (Avg) Total Household Expenses (000)
      • Total Household Expenses
      • Total Household Expenses (000)
    • Total Household Income
      • Average (Avg) Total Household Income
      • Average (Avg) Total Household Income (000)
      • Total Household Income
      • Total Household Income (000)
    • Total Household Liabilities
      • Average (Avg) Total Household Liabilities
      • Average (Avg) Total Household Liabilities (000)
      • Total Household Liabilities
      • Total Household Liabilities (000)
    • Total Household Net Worth
      • Average (Avg) Total Household Net Worth
      • Average (Avg) Total Household Net Worth (000)
      • Total Household Net Worth
      • Total Household Net Worth (000)
    • Number (#) of Contact Leads
    • Number (#) of Contact Service Requests
    • Number (#) of Contacts
    • Number (#) of Households
    • Number (#) of Rolled Up Contacts
    • Number (#) of Rolled Up Leads
    • Number (#) of Rolled Up Service Requests

  • Insurance Property Metrics
    • Insurance Property Custom Metrics
    • Number (#) of Insurance Properties
    • Average (Avg) Amount
    • Average (Avg) Sequence
    • Sum Amount
    • Sum Sequence
  • Inventory Period Metrics
    • Inventory Period Custom Metrics
    • Number (#) of Inventory Period
  • Involved Party Metrics
    • Involved Party Custom Metrics
    • Number (#) of Involved Parties
  • Lead Metrics
    • Number (#) of Archived Leads
    • Number (#) of Leads
    • Number (#) of Leads Converted to Opportunities (Definition: The number of leads that has been converted to opportunities.)
    • Number (#) of Leads Resulting in Lost Opportunity
    • Number (#) of Leads Resulting in Won Opportunity (Definition: The number of leads that has been converted to opportunities and is in the Closed/Won sales stage.)
    • Number (#) of New Opportunities
    • Number (#) of Qualified Leads
    • Number (#) of Rejected Leads
    • Number (#) of Wins
    • Closed Revenue for Lead
    • Expected Revenue for Lead
    • Opportunity Revenue for Lead
  • Opportunity Metrics
    • Opportunity Custom Metrics
    • Number (#) of Closed Opportunities
    • Number (#) of Open Opportunities
    • Number (#) of Opportunities
    • Number (#) of Wins
    • Average (Avg) Number (#) of Days in Stage
    • Closed Revenue
    • Closed Revenue (000)
    • Expected Revenue
    • Expected Revenue (000)
    • Revenue
    • Revenue (000)
  • Partner Metrics
    • Partner Custom Metrics
    • Number (#) of Partners
  • Policy Metrics
    • Policy Custom Metrics
    • Number (#) of Policies
    • Average (Avg) Face Amount
    • Average (Avg) Modal Premium
    • Average (Avg) Total Premium
    • Sum Face Amount
    • Sum Modal Premium
    • Sum Total Premium
  • Policy Holder Metrics
    • Policy Holder Custom Metrics
    • Number (#) of Policy Holders
    • Average (Avg) Holder Percentage
    • Sum Holder Percentage
  • Sample Inventory Metrics
    • Sample Inventory Custom Metrics
    • Number (#) of Sample Inventory
    • Average (Avg) Last Physical Count
    • Average (Avg) Opening Balance
    • Average (Avg) Physical Count
    • Average (Avg) System Count
    • Sum Last Physical Count
    • Sum Opening Balance
    • Sum Physical Count
    • Sum System Count
  • Sample Transaction Metrics
    • Sample Transaction Custom Metrics
    • Number (#) of Sample Transaction
    • Average (Avg) Packages Received
    • Average (Avg) Packages Sent
    • Sum Packages Received
    • Sum Packages Sent
  • Service Request Metrics
    • Service Request Custom Metrics
    • Number (#) of Cancelled SRs
    • Number (#) of Closed SRs
    • Number (#) of Open SRs
    • Number (#) of Pending SRs
    • Number (#) of SRs
    • Average (Avg) Days to Close SR
    • Average (Avg) Open SR Age
  • Transaction Item Metrics
    • Transaction Item Custom Metrics
    • Number (#) of Transaction Item
    • Average (Avg) Line Number
    • Average (Avg) Quantity
    • Average (Avg) Shipped Quantity
    • Sum Line Number
    • Sum Quantity
    • Sum Shipped Quantity

Usage Notes

Reports with no results can occur due to several reasons. One reason is the lack of a metric in the report. Your report must contain at least one metric.

You can also get a report with no results if you are using two custom objects that are not directly linked to each other. For example, if an Account object is directly associated to Custom Object 4 and Custom Object 5, then you can report on the association between Account and Custom Object 4 as well as the association between Account and Custom Object 5. However, you cannot report on the combined association among Account, Custom Object 4, and Custom Object 5 unless there is a direct association between Custom Object 4 and Custom Object 5 defined in the application.

Taking this example further, if an Account object is directly associated to Custom Object 4 and Custom Object 4 is directly associated to Custom Object 5, then you can report on the association between Account and Custom Object 4 as well as the association between Custom Object 4 and Custom Object 5. However, the combined association between Account, Custom Object 4, and Custom Object 5 cannot be reported on unless there is a direct association between Account and Custom Object 5 as defined in the application.

The Account and Contact dimensions include a Book hierarchy, which enables you to analyze metrics and related attributes at any level.

Advanced Custom Object Subject Area and the Financials and Insurance Objects

The Advanced Custom Objects subject area enables you to report on all the attributes and metrics of the objects that exist in the subject area. It also enables you to report on the associations between these objects. However, for any given pair of objects, only one association is supported in this subject area. For example:

  • The FinancialAccount object can be a child object of an account, a branch, and a financial Institution. However, only the account object association can be reported.
  • The FinancialAccount object can be a child object of a contact and an advisor. However, only the contact object association can be reported.
  • The Policy object can be a child object of an account, an agency, and a carrier. However, only the account object association can be reported.
  • The Policy object can be a child object of a contact, an agent, and a carrier underwriter. However, only the account object association can be reported.

The association between the financial objects and custom objects 1-5 and the association between the insurance objects and custom objects 1-15 are not available for reporting from the Advanced Custom Object subject area.

In the financial, insurance, and sample dimensions, the currency and date fields are preformatted. Other field types in those dimensions, such as integer and percentage, are not preformatted. You can apply custom formats to these fields.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.