I'm trying to create a report to show all opportinuites under an account which have had a quote generated but no order lines attached.
I thought I had done this by filtering out order line numbers that contain a value however quotes are are still showing up which when investigiating do have order lines attached.
Any guidance is appreciated - I am new here
2 réponses
Hi Eric,
I tried creating with a cross filter for Quote Line Items however that returned 0 results.
I've had some success with adding a cross filter to see 'Quotes without Order lines', this gives me the result i'm looking for if there is only a single quote on an Opportunity
I've got an issue with Opportunites with multiple quotes still displaying in the report.
If an Opportunity has a 5 quotes, 4 with order lines and 1 quote without order lines, then it see's the quote without order lines and pulls the Opportunity it into the report.
I'm not sure if this makes sense?
I've been asked to produce a report which will show all the Opportunites with quotes we have sent to a spesific customer on which the customer has then not ordered from.
