Oracle Fusion CRM Reporting

Oracle Fusion CRM comes with a comprehensive Reporting Module, which is very easy to use, flexible, yet powerful enough to capture all your reporting needs.

If you are already comfortable with Oracle’s BI (OBIEE Or CRM On Demand Answers) way of creating reports, this should be very easy for you, there is basically not much to unlearn / relearn as you can see from the steps below:

Step 1 : Go to “Navigator” > “Tools” > “Reports and Analytics”

Step 2 : From the left navigation, click on “Create” Icon, It opens a popup screen

Step 3 : Select your Subject Area, Reporting Wizard Starts

Step 4a : Select Columns / Organize them as per your requirements

Step 4b : Name your report, Select Views (Table / Chart / Both), Decide on the layout

Step 4c : Edit Table

Step 4d : Edit Chart

Step 4e : Filter your records (to display limited information in your report), Sort them based on one or more fields (Ascending / Descending)

Step 4f : Define Conditional Highlighting (If any)

Step 4g : Define Location : My Folders / Shared Folders / Subfolders & Save

Step 5 : From the left navigation, Click on the folder specified in Step 4g, Click on the report name, Click on “View” to view the report, Or “Edit” to edit the same