Account Rollups Reporting in OTBI

Users can now create OTBI reports using account rollup metrics for all accounts they have access to, covering every level of the account hierarchy—parent and ultimate parent account. This provides a comprehensive view of the business by including both the account and its subordinate accounts. 

The ability to create OTBI reports using Account Rollup metrics for all accessible accounts, across all levels of the account hierarchy, provides users with a more complete and holistic view of their business.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Account Rollups in OTBI are available in 2 subject areas under the Customer folder. Customer folder -> Account Rollups folder

• Sales - CRM Customers
• Sales - CRM Customer Overview

Key Resources

Subject Areas for Transactional Business Intelligence

Access Requirements

Anyone who has access to CRM Customers and CRM Customers Overview subject areas in OTBI will have access to the Account Rollups folder