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Assessments Reporting Subject Area

Availability

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

Business Purpose

This subject area provides real-time analytics of the assessment usage and results. You can get full visibility to assessment completion, scoring, and interaction on the other related dimensions, such as activities, contacts, and accounts.

Relationship Type

Simple

Optimized Custom Fields

This subject area has custom fields that are optimized to reduce the query time when they are used in filters. Optimized custom fields are in folders where the name ends with Optimized Custom Fields or Optimized Custom Metrics, such as Account Optimized Custom Fields and Opportunity Optimized Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT, or NUM, are available as metrics in the optimized custom metrics folder, if the record type is the driving object in a specific subject area. For example, the Account record type is the driving object in the Account History subject area.

The following record types have optimized custom fields and metrics coverage in Oracle CRM On Demand Answers and one or more of these record types might be present as dimensions or facts in this subject area:

Record Type

Oracle CRM On Demand Answers Coverage

Account

All optimized fields

Activity

All optimized fields

Assessment

All optimized fields

Campaign

All optimized fields

Contact

All optimized fields

Custom Objects 1-40

All optimized fields in CO1, CO2, CO3, CO4, CO5, and CO9 only

Lead

All optimized fields

Opportunity

All optimized fields

Opportunity Team

First five optimized fields of each type

Product

All optimized fields

Revenue

All optimized fields

Service Request

All optimized fields

Dimensions

This subject area has the following dimensions:

  • Account
  • Activity
  • Assessment
  • Business Plan
  • Contact
  • Date Last Modified
  • Date Started
  • Lead
  • Objective
  • Opportunity
  • Service Request

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
  • Contact
  • Lead
  • Opportunity
  • Service Request

Metrics

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

  • Assessment Metrics
    • Answers
      • Number (#) of Criteria Answers
      • Answer Completed
      • Answer Not Completed
    • Criteria
      • Number (#) of Script Criteria
      • Average Number (Avg #) of Script Criteria
      • Average (Avg) Criteria Score
      • Criteria Score
      • Maximum (Max) Criteria Score
      • Minimum (Min) Criteria Score
    • Script
      • Number (#) of Times Script Used
      • Percentage (%) Completed
      • Actual Script Score
      • Average (Avg) Actual Script Score
      • Average (Avg) Threshold Script Score
      • Maximum (Max) Actual Script Score
      • Minimum (Min) Actual Script Score
      • Threshold Script Score
    • Assessment ID

Usage Notes

You can use the Assessment metrics only with the Assessments dimension. If some assessment metrics are deleted, then previously completed assessments do not reflect the deletion, and the results might appear to be inaccurate. You must include at least one metric for reports when you are using this subject area. If you do not want the metric to appear, then you can hide it.

Within the Assessments dimension are folders for Answer and Criteria. The fields within those folders do not have any intersections with the metrics and thus do not produce any values.

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


Published 8/22/2016 Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices.