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Custom Objects and Accounts Reporting Subject Area

This topic covers the following reporting subject areas:

  • Custom Object 1 and Accounts
  • Custom Object 2 and Accounts
  • Custom Object 3 and Accounts

Availability

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

Business Purpose

These subject areas allow you to analyse the many-to-many relationship between accounts and Custom Objects 1, 2, and 3. The account subject area is replicated and added with the Custom Objects 1, 2, and 3 dimensions. Often companies redesign Custom Objects 1, 2, and 3 and want to report on these redesigned objects with accounts. Because this subject area represents the many-to-many relationship between accounts and Custom Objects 1, 2, and 3, the accounts that do not have an association with at least one instance of Custom Objects 1, 2, and 3 cannot be reported using these subject areas.

Relationship Type

Many-to-many

Optimised Custom Fields

This subject area has custom fields that are optimised to reduce the query time when they are used in filters. Optimised custom fields are in folders where the name ends with Optimised Custom Fields or Optimised Custom Metrics, such as Account Optimised Custom Fields and Opportunity Optimised Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT or NUM, are available as metrics in the optimised 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 optimised 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 optimised fields

Activity

All optimised fields

Assessment

All optimised fields

Campaign

All optimised fields

Contact

All optimised fields

Custom Objects 1-40

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

Lead

All optimised fields

Opportunity

All optimised fields

Opportunity Team

First five optimised fields of each type

Product

All optimised fields

Revenue

All optimised fields

Service Request

All optimised fields

Dimensions

These subject areas have the following dimensions:

  • Account
  • Campaign
  • Custom Object
  • Date Created
  • Owned By User
  • Territory

Optimised Filtering Fields

This subject area has fields that are optimised for reducing the query time when they are used in filters. Optimised 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 optimised version of the Account Type field. Similarly, there is a Last Call Date UTC field, which is the optimised version of the Last Call Date field. Using the optimised field in the filter generates faster queries. This method is faster than using the standard field. For information on using optimised filtering fields, see Using Optimised Filtering Fields. The following dimensions in this subject area have optimised filtering fields:

  • Account
  • Campaign
  • Custom Object 1
  • Custom Object 2
  • Custom Object 3

Metrics

The complete list of metrics for these subject areas is as follows:

  • Account Metrics
    • Account Custom Metrics
      • Indexed Currency
      • Average (Avg) Indexed Currency
      • Indexed Number
      • Average (Avg) Indexed Number
    • Revenue
    • Revenue (000)
    • Average (Avg) Revenue
    • Closed Revenue
    • Closed Revenue (000)
    • Average (Avg) Closed Revenue
    • Average (Avg) Days to Close Opportunity (Definition: The number of days to close an opportunity divided by the number of wins.)
    • Number (#) of Accounts
    • Number (#) of Accounts with Opportunities
    • Number (#) of Contacts
    • Number (#) of Opportunities
    • Number (#) of Wins
    • Number (#) of Service Requests (SRs)
    • Number (#) of Cancelled SRs
    • Number (#) of Closed SRs
    • Number (#) of Open SRs
    • Number (#) of Pending SRs
    • Average (Avg) Open SR Age
    • Average (Avg) Days to Close SR

Usage Notes

The Account dimension includes a Book hierarchy, which enables you to analyse metrics and related attributes at any level.


Published October 2016 Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices.