Skip to main content
Topics#Reports & DashboardsDawn Fisher의 질문
Dawn Fisher (Black Duck) 님이 #Reports & Dashboards에 질문했습니다
2018년 7월 17일 오후 5:13

How do I pull a report on how many times a product has been quoted?

Essentially see the product record and quickly see it's history - what its been officially quoted at (excluding Quotes marked "Previous Quote") and also show if the Quote was Won or Lost
답변 1개
  1. Ed Ruzol
    2018년 9월 5일 오후 8:20
    Hi Dawn,

     

    You may create a custom report type of Quotes with Quote Line Items, then add the product fields from the Quote Line Items' fields related via lookup. You can use this to group your report by the Product Name to see how many Quote Lines have been created for a certain product.

     

    I hope this helps!
답변을 작성하세요...
0/9000