The Getting Started with Answers Window

Although the focus of this book is dashboards, it is absolutely critical that you be familiar with working with reports in order to successfully build dashboards. This should stand to reason, since dashboards are really just webpages within Oracle CRM On Demand used to display reports.

It is from the Getting Started with Answers window, shown in Figure 1-9, that you create, edit, and maintain your custom reports. Notice that there are three sections to this window. The Create New Analysis section contains the subject areas for creating new custom reports. Before we get into the subject areas, let us look below that section to the Open Existing Analysis and Manage Analysis sections.

FIGURE 1-9. The Getting ...

Get Oracle CRM On Demand Dashboards now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.