How to Use the Express Reports Playbook

Use this playbook to learn how to use the Express Reports tool in Oracle Fusion Sales in the Redwood user experience.

Prerequisite Setup

This playbook assumes that you've set up the main features of Oracle Fusion Sales in the Redwood user experience. These main features include users, accounts, contacts, leads, opportunities, sales catalog, sales territories, and so on.

How the Express Reports Playbook Is Organized

The playbook contains 3 chapters:

• About Express Reports

  Provides an overview of the tool and Express Report security.

• Provide Access to Express Reports

  Explains how to provide access to custom job roles and what to do if you're a customer that has used Express Reports prior to release 23D.

• Use Express Reports

  Explains how salespeople, sales managers, and sales administrators use Express Reports.