Use products in a report/filter

Bart S
Bart S Member Posts: 2 VERIFIED MEMBER
Fourth Anniversary Photogenic Combo Breaker
edited July 2022 in Sales CRM #1

Hi,

We are using Products with Deals for an account. Unfortunately it is not possible to use Products as a filter or column in creating a new report . At this moment there is just one standard report available for presenting product details, but this report will probably disappear with the final release of the new Insight reports. Does anyone have a suggestion how to create a workaround for using product data in creating a report? Many thanks.

Tagged:

Comments

  • Sini_51625
    Sini_51625 Member Posts: 1 VERIFIED MEMBER
    edited August 2021 #2

    Hi, 

    Looking for the same possibility. Would like to create another report of products on deals that are not yet won or are not lost. 

    Any tips? 

This discussion has been closed.

Categories