Partner Rollups Reporting in OTBI

The new Partner Rollups Reporting in OTBI enables users to generate OTBI reports using partner rollup metrics. 

This offers a comprehensive view of the business by incorporating related metrics on deal registrations, enrollments, MDF claims and opportunities. There are no hierarchies available for partner rollups.

Steps to Enable and Configure

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

Tips And Considerations

Partner Rollups in OTBI are available in the two subject areas under the Partner ->Partner Rollup folder

• Partners - CRM Partner Overview
• Partners - CRM Partner Contact

A Rollup metric has to be published in order to see it in OTBI. For setup guidance, refer to the Overview of Rollups documentation.

Key Resources

• Subject Areas for Transactional Business Intelligence

Access Requirements

Anyone who has access to Partners - CRM Partner Overview and Partners - CRM Partner Contact subject areas in OTBI will have access to the Partner Rollup folder.