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Analytics
Analytics
Starting with Release 35, enhanced analytics functionality referred to as V3 analytics is available through the Analytics tab.
The functionality provided in the Reports tab and in the Dashboard tab, which is referred to as V2 analytics, continues to be supported in Release 35.
NOTE: The V1 analytics functionality was provided in early releases of Oracle CRM On Demand and is now obsolete.
All of the functionality that is available in the V2 analytics functionality is also available through the Analytics tab. Through the Analytics tab, you can:
- Create historical analyses and real-time reports.
- Create dashboards that display reports and analyses.
- Access a set of prebuilt analyses.
In addition, the V3 analytics functionality provides the following features:
- The ability to search for reports and dashboards.
- Advanced functions, new views and chart types, and new conditions for reports.
- Support for reports and analyses that can be displayed in mobile devices and in browsers running the iOS operating system.
You can continue to use the V2 analytics functionality in Release 35, while also using the V3 functionality. The prebuilt and custom reports and dashboards are organized in two catalogs, as follows:
- V2 catalog. This catalog contains the following:
- Custom reports that your company creates in Oracle CRM On Demand Answers. These reports are stored in the personal folders and Company Wide Shared Folder under Shared Folders in Oracle CRM On Demand Answers.
- Dashboards that your company creates from the Dashboard tab.
- Prebuilt V2 reports. These reports are stored under Shared Folders in Oracle CRM On Demand Answers
- V3 catalog. This catalog contains the following:
- Custom reports and dashboards that your company creates from the Analytics tab. These reports and dashboards are stored in the personal folders and Company Wide Shared Folder under Shared Folders in the Catalog subtab under the Analytics tab.
- Prebuilt V3 reports. These reports are stored under Shared Folders in the Catalog subtab under the Analytics tab.
- Migrated V3 reports. After your company upgrades to Oracle CRM On Demand Release 35, some of the custom reports that your company originally created in Oracle CRM On Demand Answers might be migrated to the V3 catalog, as well as continuing to be available in the V2 catalog. The migrated reports are stored in the Migrated Company Wide Shared Folder under Shared Folders in the Catalog subtab of the Analytics tab. To access the reports in the Migrated Company Wide Shared Folder, your user role must include the Access Migrated Company Wide Shared Folder privilege.
NOTE: To access the Analytics tab your user role must have the Access V3 Analytics privilege.
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