Product Categories for Reporting

Lynn Vlok
Lynn Vlok Member Posts: 1
edited July 2022 in Ideas and Product Feedback #1

I need to be able to report using product categories but am unable to do so.  When will this be available?

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 803
    500 Comments 100 Likes Second Anniversary 5 Answers
    COMMUNITY MANAGER
    edited December 2021 #2

    Hi @Lynn Vlok , you can find out more on this matter via this thread.

  • André Dubé
    André Dubé Member Posts: 1
    edited June 2022 #3

    Hi Manuel, I have read this post and it's not showing how a report can be build using product category. 

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Posts: 46
    25 Likes Second Anniversary 10 Comments Name Dropper
    edited December 2022 #4

    Hi @André Dubé @Lynn Vlok ,

    Unfortunately, currently it is not possible to create reports based on Products.

    In 2023 we are focusing in improving significantly the Products feature.

    Feel free to suggest other improvements you would like in the Products Catalog like reporting for us to take in consideration during research phase. Many thanks :)

  • Paul Minors
    Paul Minors Member Posts: 79
    Third Anniversary 10 Comments Name Dropper 5 Likes
    #5

    Hi @Pedro Manuel Gonçalves Franco do you have an update on when reporting by product category will be available?

  • TJim
    TJim Member Posts: 1
    Name Dropper First Comment
    #6

    Hello @Pedro Manuel Gonçalves Franco


    Being able to report by product category is really important to our company


    We have built 4 product categories (encompassing 18 products)


    For us to report by product is too granular, and our finance team needs to be able to see pipeline deal forecasting by category.


    We appreciate your help and guidance

  • Paul Minors
    Paul Minors Member Posts: 79
    Third Anniversary 10 Comments Name Dropper 5 Likes
    #7

    I've also had a number of other clients ask when this is going to be possible.

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