Report Authoring Tips

A Report Authoring Tips

This section provides tips and guidelines for creating effective and timely reports.

Topics

Common Report Authoring Tips

This section provides information about commonly encountered use cases and frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips for Filters

When applying filters to reports, follow these guidelines:

Use dashboard filters instead of workbook or canvas filters for user interactions in analyses.
Use workbook filters for hidden and non-interaction filters.
Set the Limit by Values to None for all filters in custom workbooks or dashboards to improve performance of prompts.

Tips for Brushing

Disable brushing to improve report performance. See Update Canvas Properties.

Tips for Working with Currency

To display the currency format for currency amounts, set the number format in each visualization as a custom currency. Then in the subject area folder, select the currency column. See Set Currency Symbols for Visualizations.

Tips for Reporting on Attributes Across Multiple Dimensions

When reporting on attributes against multiple dimensions, always use a measure in the report. In subject areas with more than one fact, the measure sets the correct context in the query, builds an accurate navigational path, and returns the expected results. If you don’t want the measure to show in the report, hide it. See Hide or Delete a Column.

Report Authoring Tips for Oracle Fusion CX Analytics

This section provides information about commonly encountered use cases and frequently asked questions regarding Oracle Fusion CX Analytics reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips on Reporting on Historical Snapshot Subject Areas

Oracle Fusion CX Analytics provides two subject areas on historical snapshot data, namely CX - Opportunity Snapshot and CX - Opportunity Revenue Line Snapshot. When reporting by snapshot data, always include snapshot date as part of the grain of the report. Follow these guidelines:

When filtering by snapshot date, clearly filter or anchor reports to one or multiple snapshots of your choice.
Show data by snapshot date to prevent the amounts from different snapshots being aggregated together which results in double-counting.
Apply additional filters such as expected close date to improve functionality.

Example

For the pipeline of a quarter, such as 2021Q3, create a report that shows the historical open revenue amount by snapshots periods, such as 07-21 and 08-21.

The report has a dashboard filter Revenue Line Snapshot Enterprise Period that anchors to two snapshots of 07-21 and 80-21 of the user’s choice.
The report shows the Revenue Line Snapshot Enterprise Period in the table so that amounts from each snapshot appear separately.
The dashboard filter Opportunity Expected Close Enterprise Quarter generates the intended opportunity data.

Recommended Filters

Subject Area	Presentation Table (Recommended Filter)
CX - Activity	Filter by at least one of the dates below. Activity Actual Start Date Activity Created Date Activity Actual End Date
CX - Campaign Activity Analysis	To build a meaningful report on Campaign, need to filter by one or more campaigns. Campaign
CX - Campaign Members	To build a meaningful report on Campaign, need to filter by one or more campaigns. Campaign
CX - Campaign Opportunity Revenue	To build a meaningful report on Campaign, need to filter by one or more campaigns. Campaign
CX - Lead Activity	Filter by at least one of the dates below. Activity Actual Start Date Activity Created Date Activity Actual End Date Lead Created Date Lead Qualified Date Lead Converted Date Lead Qualified Date
CX - Leads	Filter by at least one of the dates below Lead Created Date Lead Qualified Date Lead Converted Date Lead Qualified Date
CX - Opportunity	Filter by at least one of the dates below Opportunity Expected Close Date Opportunity Actual Close Date Opportunity Created Date
CX - Opportunity Activity	Filter by at least one of the dates below. Activity Actual Start Date Activity Created Date Activity Actual End Date Opportunity Expected Close Date Opportunity Actual Close Date Opportunity Created Date
CX - Opportunity Quote	Filter by at least one of the dates below Opportunity Expected Close Date Opportunity Actual Close Date Quote Creation Date Quote Contract Start Date Quote Contract End Date Quote Expiration Date
CX - Opportunity Quote Line	Filter by at least one of the dates below Quote Line Creation Date Quote Line Contract Start Date Quote Line Contract End Date Quote Creation Date
CX - Opportunity Revenue Line	Filter by at least one of the dates below Opportunity Revenue Line Created Date Opportunity Revenue Line Expected Close Date Opportunity Revenue Line Actual Close Date Opportunity Created Date Opportunity Expected Close Date Opportunity Actual Close Date
CX - Opportunity Revenue Line Snapshot	Reference how to build report using historical snapshot above. Opportunity Revenue Line Snapshot Date Opportunity Revenue Line Expected Close Date Opportunity Revenue Line Actual Close Date
CX - Opportunity Snapshot	Reference how to build report using historical snapshot above. Opportunity Snapshot Date Opportunity Expected Close Date Opportunity Actual Close Date Opportunity Created Date
CX - Opportunity Stage Progression	Filter by at least one of the dates below. Opportunity Expected Close Date Stage Enter Date Stage Exit Date
CX - Service Request	Filter by at least one of the dates below. Service Request Open Date Service Request Resolution Date Service Request Close Date
CX - Service Request Lifecycle	Filter by at least one of the dates below. Service Request Open Date Service Request Resolution Date Service Request Close Date
CX - Service Request Milestone	Filter by at least one of the dates below. Service Request Open Date Service Request Resolution Date Service Request Close Date Service Request Milestone Due Date Service Request Milestone Completion Date
CX - Subscriptions	Filter by at least one of the dimensions below. Sold-to Customer Subscription Product Type Inventory Item Business Unit Subscription Start Date
CX – Subscription Bill Line	Filter by at least one of the dimensions below. Sold-to Customer Subscription Product Type Inventory Item Business Unit Subscription Bill Line Invoice Date Subscription Bill Line Interface Date
CX – Subscription Historical Trend	Filter by at least one of the dimensions below. Sold-to Customer Subscription Product Type Inventory Item Business Unit Subscription Aggregate Date