Configure the Reports Page Layouts

The reporting feature provides tailored insights into the state of your business, with compelling visualizations optimized for mobile displays, including bar graphs, funnels, and area, doughnut and pie charts. As well as selecting which reports your users can view and interact with, you can also create layouts based on role and geographical region, so that users can view the reports that are most relevant to them.

Users can view these reports easily by clicking the View my reports button on their home page, or they can view them using the main menu.

There are two page layouts for reports provided by default: One for Sales Representatives and one for Sales Managers. The Sales Representative layout has a My Pipeline funnel chart. The Sales Manager layout has a My Team's Pipeline for Sales Manager funnel chart, a My Direct Team's Performance for Sales Manager bar chart, and a My Team's Deal Size by Resource for Sales Manager bar chart. If you want to add reports to the report pages, or configure report pages for roles or geographical regions, just follow the relevant steps in this topic.

Set Up Your Reports in Visualization Configuration

To deliver custom reports to your mobile users, use Visualization Configuration to create responsive, mobile-optimized visualizations that reference Oracle Transactional Business Intelligence reports in any shared folders.

Add Reports to Page Layouts

Once you've created the right visualizations, you can add them to report pages so that your users can view the reports that are most relevant to them. Here's how:

1. Sign in to the Oracle CX Sales application as user with a Sales Administrator role.

2. Select the sandbox you want use for your configurations.

3. Open Application Composer by selecting Application Composer under the Configuration category in the Navigator menu.

4. Under the Common Setup Menu, or on the Overview page, click Mobile Application Setup.

5. Click the CX Sales Mobile Composer tab.

6. In the Application Features pane, click Reports.

7. In the Layouts pane, select either the Sales Representative or Sales Manager layout, and click the Click to Clone icon.

8. Enter a name and click Ok.

9. In the interface designer, click + Add Report.

10. Search for the report that you want to add and click on it. The list displays reports that are active and have been set up in Visualization Configuration.

11. Add as many reports as you require to the page layout. You can re-order the reports by dragging them to your preferred position in the interface designer. To delete reports, move your cursor to the report in the interface designer, and then click the delete icon.

12. Click Save in the top right-hand corner of the configuration tool page.

13. Make sure that you prioritize the order of your page layouts, so that the page layout at the top is the first layout that's displayed to the user, if they fit the criteria that you have set up. The second page layout is displayed if the user fits the second criteria, and so on. See the Prioritize Your Page Layouts section of the Create Criteria for Page Layouts topic for more details.

Add Roles to Page Layouts

If you want to create report pages for different roles, or you want to add other roles to the Sales Representative or Sales Manager page layouts, you will need to create a copy of the default layouts. Here's how:

1. Follow the first six steps in the Add Reports to Page Layouts section of this topic.

2. In the Layouts pane, select the page layout that you want to add roles to and that you have created, or click the Click to Clone icon for either the Sales Representative or Sales Manager layout.

3. In the Assigned Roles pane, search for the role that you want to add, and click the role. The role is added to the page layout.

4. Add as many roles as you require and click Save.

5. Ensure that you have prioritized the order of your page layouts. See the Prioritize Your Page Layouts section of the Create Criteria for Page Layouts topic for more details.

Add the Report Privilege to Custom Roles

If you have assigned custom roles to your reports pages, you need to add the visualizations privilege ZCA_VIEW_DATA_VISUALIZATION_CONFIGURATION_PRIV to the custom roles.

1. Navigate to the Security Console by clicking Navigator > Tools > Security Console.
2. Click the Roles tab and find your custom role.
3. Edit the role and click Next to get to the Function Security Policies page
4. Click Add Function Security Policy and search for the ZCA_VIEW_DATA_VISUALIZATION_CONFIGURATION_PRIV privilege.
5. Select the privilege and click Add Privilege to Role.
6. Click Next through the wizard and finally click Save and Close.
7. Now you need to run three processes to assign the privilege to the custom role. Navigate to Scheduled Processes by clicking Navigator > Tools > Scheduled Processes.
8. Click Schedule New Process.
9. Set the Type as Job and in the Name field, search for Retrieve Latest LDAP Changes.
10. Click OK and in the Process Details page, click Submit.
11. Repeat for the following processes:
    • Send Pending LDAP Requests
    • Import User and Role Application Security Data
12. Open the CX Sales Mobile app and check that your reports pages are visible in the navigation menu for your custom roles.

Add Geographical Regions to Page Layouts

You can add geographical regions to reports page layouts, so that you can select a set of reports for roles within particular regions. You can add regions to page layouts as well as roles.

1. Follow the first six steps in the Add Reports to Page Layouts section of this topic.

2. In the Layouts pane, select the page layout that you want to add geographical regions to and that you have created, or click the Click to Clone icon for either the Sales Representative or Sales Manager layout.

3. In the Assigned Regions pane, search for the geographical region that you want to add, and click the region. The region is added to the page layout.

4. Add as many regions as you require and click Save.

5. Ensure that you have prioritized the order of your page layouts. See the Prioritize Your Page Layouts section of the Create Criteria for Page Layouts topic for more details.

Migrate Report Lists from Your Test to Production Environments

The Visualization Configuration tool generates Reference IDs automatically for visualizations created in the tool. Also, from the 22A release, visualizations are migrated from Test environments to Production environments. As a result, you don’t need to rebuild Report Lists if you perform a Configuration Set Migration (CSM). Here are the steps to perform the mobile report migration:

1. Complete the Oracle Transactional Business Intelligence migration steps in the Archive and Move Analytics topic in the Creating and Administering Analytics and Reports guide.

2. Migrate your Test Environment Visualizations to your Production Environment. In the Configure Visualizations for CX Sales Mobile topic, follow the steps in the Import and Export Visualization Configurations section.

3. Run the Configuration Set Migration (CSM). This allows configurations made in Application Composer - including configured mobile report lists, privileges, and references to Visualization Configuration - to be migrated from one environment to another. Additional resources on CSM can be found in the Migrate Your Configurations topic in the Configuring and Extending Applications guide.

Note: If you rebuilt your visualizations instead of migrating them, or did not successfully run CSM, follow these steps to finish the migration:

1. Create a publishable sandbox in your production environment.
2. Navigate to Navigator > Application Composer > Mobile Application Setup.
3. Click the CX Sales Mobile Composer tab and select Reports in the Application Features pane.
4. If you didn't run CSM, re-create the configured report lists for roles and regions as necessary.
5. Select Add Report to select reports that reference items that are in the production environment's Visualization Configuration tool.
6. Click Save.
7. Publish the sandbox.