View MDF Reports in the Analytics Work Area

Business intelligence is available to view on the Analytics work area, but your Channel Sales Managers, Channel Account Managers, and budget owners will have to search for this content themselves to view it.

For example, Oracle Partner Relationship Management delivers Marketing Development Fund (MDF) reports, but your users must first manually search for these reports on the Analytics work area before they can view them.

About the Marketing Development Fund Reports

Two MDF reports are available to your users:

  • MDF Summary

    For Channel Account Managers and Channel Sales Managers

  • MDF Budget Summary

    For budget owners

Add MDF Reports to the Analytics Work Area

To view these reports on the Analytics work area, your users must first search for and then select the reports they want to view.

  1. Your users should first click the Analytics icon under the Sales cluster.

  2. Then, they can search for and select the report.

    This report will remain in the work area for the duration of the user's session.

  3. Optionally, mark the report as a favorite. Reports that are marked as favorites always appear on the Analytics work area.