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Advanced Custom Objects Real-Time 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 40 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. Whenever two or more dimensions are in a report, Oracle CRM On Demand analytics requires a metric to relate the dimensions. If the report does not include a metric, Oracle CRM On Demand analytics chooses one randomly. 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 40.

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
  • Custom Object 16
  • Custom Object 17
  • Custom Object 18
  • Custom Object 19
  • Custom Object 20
  • Custom Object 21
  • Custom Object 22
  • Custom Object 23
  • Custom Object 24
  • Custom Object 25
  • Custom Object 26
  • Custom Object 27
  • Custom Object 28
  • Custom Object 29
  • Custom Object 30
  • Custom Object 31
  • Custom Object 32
  • Custom Object 33
  • Custom Object 34
  • Custom Object 35
  • Custom Object 36
  • Custom Object 37
  • Custom Object 38
  • Custom Object 39
  • Custom Object 40
  • 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
  • Portfolio
  • Product
  • Sample Inventory
  • Sample Transaction
  • Service Request
  • Solution
  • Transaction Item

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 1-40 Metrics
    • Custom Object 1-40 Custom Metrics
    • Custom Object 1-40 Optimized Custom Metrics
    • Number (#) of Custom Objects 1-40
  • 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
  • Portfolio Metrics
    • Portfolio Custom Metrics
    • Number (#) of Portfolios
    • Average (Avg) Credit Limit
    • Average (Avg) Face Value
    • Average (Avg) Loan Amount
    • Average (Avg) Premium
    • Average (Avg) Revenue
    • Average (Avg) Total Asset Value
    • Credit Limit
    • Face Value
    • Loan Amount
    • Premium
    • Revenue
    • Total Asset Value
  • 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
  • Solution Metrics
    • Solution Custom Metrics
    • Number (#) of Approved Solutions
    • Number (#) of Obsolete Solutions
    • Number (#) of Published Solutions
    • Number (#) of Solutions
  • 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

The Portfolio dimension normally includes non-financial assets such as vehicles unless your administrator has specifically excluded such non-financial assets in Portfolio lists using the Exclude Vehicle / Asset Records from Portfolio Accounts option in the Company Profile page.

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

The Portfolio dimension produces no results when used with Custom Objects 16-20. It does produce results when used with Custom Objects 1-15 and Custom Objects 21-40.

Common Owner Dimension

Most of the record-type dimensions in this subject area have an Owned By User folder. However, owner is a single common dimension that is shared by all of those record types. Therefore, if you select columns from the Owned By User folder under any record-type folder, and if you select a metric for a different record type, then the analysis displays all the owners of records of the record type from which you selected the metric. For example, if you select the Alias column from the Owned By User folder under the Service Request folder, and if you select the Number (#) of SRs metric, then the analysis displays all the owners of service request records. However, because owner is a single dimension, the same result is displayed if you select the Alias column from the Owned By User folder under the Contact folder and the Number (#) of SRs metric.

If you select columns from the Owned By User folder under any record-type folder and select metrics from two or more record types, then the analysis displays all the owners of records of all the record types from which you selected the metrics. For example, if you select the Alias column from the Owned By User folder under the Service Request folder, and if you select the Number (#) of SRs and Number (#) of Activities metrics, then the analysis displays all the owners of service request records and activity records. In this example, a value of 0 (zero) is displayed for the Number (#) of SRs metric if an owner owns activities but does not own service requests, and a value of 0 (zero) is displayed for the Number (#) of Activities metric if an owner owns service requests, but does not own activities.

Common Date Dimensions

Many of the record-type dimensions in this subject area have a date folder, such as Date, or Date Created. However, some record types share a common date dimension. If you select columns from the date folder under a record type that shares a date dimension with other record types, and if you select a metric for one of the other record types that share the same date dimension, then the analysis displays all the dates for records of the record type from which you selected the metric. For example, the Account and Contact record types share a date dimension. So, if you select the Date column from the Date Created folder under the Account folder, and if you select the Number (#) of Accounts metric, then the analysis displays all the dates on which account records were created. However, because the Account and Contact record types share a date dimension, the same result is displayed if you select the Date column from the Date Created folder under the Contact folder and the Number (#) of Accounts metric.

If you select columns from the date folder under a record type that shares a date dimension with other record types, and if you select metrics from two or more of the record types that share the same date dimension, then the analysis displays all the dates for records of all the record types from which you selected the metrics. For example, if you select the Date column from the Date Created folder under the Account folder, and if you select the Number (#) of Accounts and the Number (#) of Contacts metrics, then the analysis displays all the dates on which account records and contacts records were created. In this example, a value of 0 (zero) is displayed for the Number (#) of Contacts metric for any date on which account records were created but no contact records were created, and a value of 0 (zero) is displayed for the Number (#) of Accounts metric for any date on which contact records were created but no account records were created.

The following tables list the record types that share a common date dimension and show the name of the date dimension as it appears for each of the record types. Each table shows the details for one common date dimension.

Record-Type Dimension

Date Dimension

Account

Date Created

Campaign

Date

Contact

Date Created

Lead

Date

Opportunity

Close Date

Portfolio

Date

Record-Type Dimension

Date Dimension

Activity

Created Date

Allocation

Created Date

Claim

Created Date

Coverage

Created Date

Custom Objects 01 through 40

Created Date

Damage

Created Date

Financial Account

Created Date

Financial Account Holder

Created Date

Financial Account Holding

Created Date

Financial Plan

Created Date

Financial Product

Created Date

Financial Transaction

Created Date

Insurance Property

Created Date

Inventory Period

Created Date

Involved Party

Created Date

Opportunity

Date Opened

Policy

Created Date

Policy Holder

Created Date

Service Request

Date Opened

Sample Inventory

Created Date

Sample Transaction

Created Date

Transaction Item

Created Date

Associated Object Custom Fields

An associated object's custom fields are not available for use in reports in the Advanced Custom Objects reporting subject area. For example, if you create a field for a custom object as a related field of another custom object, then the new field is not available under the main object folder in the Advanced Custom Objects reporting subject area. However, the new field remains available in the related object's folder.

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 Financial Account 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 Financial Account 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 1-40 and the association between the insurance objects and custom objects 1-40 are not available for reporting from the Advanced Custom Object subject area.

Field Formats

In the financial, insurance, and sample dimensions, the currency, date, and integer fields are preformatted. Other field types in those dimensions, such as number and percentage, are not preformatted. You can apply custom formats to these fields. This formatting approach affects the following dimensions and metrics:

  • Allocation
  • Allocation Metrics
  • Claim
  • Claim Metrics
  • Coverage
  • Coverage Metrics
  • Damage
  • Damage Metrics
  • Financial Account
  • Financial Account Metrics
  • Financial Account Holder
  • Financial Account Holder Metrics
  • Financial Account Holding
  • Financial Account Holding Metrics
  • Financial Plan
  • Financial Plan Metrics
  • Financial Product
  • Financial Product Metrics
  • Financial Transaction
  • Financial Transaction Metrics
  • Insurance Property
  • Insurance Property Metrics
  • Involved Party
  • Involved Party Metrics
  • Inventory Period
  • Inventory Period Metrics
  • Policy
  • Policy Metrics
  • Policy Holder
  • Policy Holder Metrics
  • Sample Inventory
  • Sample Inventory Metrics
  • Sample Transaction
  • Sample Transaction Metrics
  • Transaction Item
  • Transaction Item Metrics
Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.