Express Reports

The Express Reports tool simplifies the creation of reports with charts for sales managers, salespeople, and sales administrators. The tool provides the power of Oracle’s powerful analytics technology without requiring users to understand the details. Express Reports are available for accounts, opportunities and their revenue lines, and custom objects.

With Express Reports, the sales organization can:

• Quickly build trend analysis reports on large sets of historical data.
• Include predefined metrics in reports to easily see trends, such as win-loss trends in the pipeline, and other key performance indicators.
• Group data by several factors. Group revenue by product and state, for example.
• Take advantage of prebuilt visualizations to display the trends and key performance indicators.

Salespeople and sales managers can build their personal reports. Sales administrators can build and share reports with the whole organization.

Here's an image of a sample express report with a chart of team opportunities by sales stage.

Report Types

When you create an express report, you must first select a Report Type. Report types provide templates for your reports. A report type specifies which Oracle Transactional Business Intelligence (OTBI) subject area you're using for the report and includes the most important columns and attributes for your report.

Oracle provides 4 predefined report types:

• Accounts

  Create reports and visualizations for accounts. For example, you can create a report of active accounts with their potential next year's revenue.

• Opportunities

  Create reports and visualizations related to opportunity revenue, such as win/loss and pipeline trends.

• Opportunities and Contacts

  Create reports and visualizations on opportunities and their contacts. For example, you can create a report of contacts by opportunity and customer state.

• Opportunities and Products

  Create reports and visualizations on opportunities and their products.

Sales administrators can:

• Create additional report types for custom objects.
• Add custom fields they created and published in Application Composer to the report types provided by Oracle.