Accounts and Partners Real-Time Reporting Subject AreaAvailabilityThis subject area is available in all editions of Oracle CRM On Demand. Business PurposeThis subject area allows the reporting of the many-to-many relationship between accounts and partner accounts. This subject area is almost identical to the account subject areas. The only difference is that it includes the partner dimension, which has a many-to-many relationship with the account record type. This subject area allows you to create reports that show all the partners for an account. Because this subject area represents the many-to-many relationship between accounts and partner accounts, the accounts that do not have an association with at least one partner account cannot be reported using this subject area. The attributes that define the partner account relationship that are available for reporting include the following:
Relationship TypeMany-to-many DimensionsThis subject area offers the following dimensions:
MetricsThe complete list of metrics for this subject area is as follows:
Usage NotesThe Account dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level. Relationship Contact DimensionAccounts can be linked to an account as partners. Any accounts that are linked to an account as partners are listed in the Account Partners related information section of the Account Detail page. The relationship between two accounts that are linked in this way can also have a primary contact that is different from the primary contacts on the linked accounts. To extract information about the primary contact for the relationship between the account and the partner, select the columns from the Relationship Contact dimension. To extract information about the primary contact for the account, select the columns from the Primary Contact folder under the Account dimension. To extract information about the primary contact for a partner, select the columns from the Primary Contact folder under the Account Partner dimension. |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |