Configure Reports for Retail Banker

You must configure reports for the Retail Banker role to ensure that the retail banker can work with the various reports of retail banking.

To configure reports:

1. Sign in to Oracle CX Sales using Sales Administrator role.

2. Click Edit Pages from the Settings and Actions menu.

   Note:

   To perform Page Composer configurations, you require Retail Banker Job role.

3. Select Job Role.

4. Select Retail Banker Job role from the drop-down list.

5. Click the Sales Infolets pagination control on the springboard.

6. Select Delete option in Actions for each infolet to delete any existing infolets.

7. Click the Infolet Repository icon and select Create Infolet option.

   Choose the following options:

   • Infolet Title: According to the following table.

   • Dimension: 1 x 1

   • Back View: No

   • Expanded View: No

8. Click Save and Close.

9. Click Add Content button and select infolet according to the following table.

10. Click Link Detailed Report option in Actions.

11. Click Add Content button and select detailed report according to the following table.

Title	Detailed Report	Infolet
Actuals vs Quota	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Dashboards/Actuals vs Quota Dashboard for Retail Bank Manager	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Actuals vs Quota Tile for Retail Bank Manager
Top Loans	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Dashboards/Top Loans Retail Manager Dashboard	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Top Loans Tile for Retail Manager
Loan Pipeline	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Dashboards/Retail Bank Manager Loan Pipeline Dashboard	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Retail Bank Manager Pipeline Tile
Push Applications	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Dashboards/Push Application Dashboard for Retail Bank Manager	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Push Applications Tile for Retail Bank Manager
Refinance Deals	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Dashboards/Refinance Deals Manager Dashboard	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Refinance Deals Tile for Retail Manager
Top 5 Products	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Dashboards/Top 5 Products based on Open Opportunity Dashboard	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Top 5 Products based on Open Opportunity Tile
Top 5 Products	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Dashboards/Top 5 Products based on Open Leads Dashboard	Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Retail Banking/KPI Dashboard/Top 5 Products based on Open Lead Tile