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Topics#Reports & DashboardsPergunta de Dawn Fisher
Dawn Fisher (Black Duck) perguntou em #Reports & Dashboards
17 de jul. de 2018, 17:13

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
1 resposta
  1. Ed Ruzol
    5 de set. de 2018, 20:20
    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!
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