Contact Rollups Reporting in OTBI

The new Contact Rollups Reporting in OTBI enables users to generate OTBI reports using contact rollup metrics.

This offers a comprehensive view of a Contact by incorporating the leads, opportunities, interactions and activities associated with the Contact. 

Steps to enable and configure

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

Tips and considerations

Contact Rollups in OTBI are available in the following two subject areas under Contact - Contact Rollup folder:

• Sales - CRM Customers and Contacts Real Time
• Sales - CRM Contacts

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 Sales - CRM Customers and Contacts Real Time and Sales - CRM Contacts subject areas in OTBI will have access to the Contact Rollup folder.