We use service contracts and they have associated service contract line items. The service contract line items have product names (which come from a standard price book). I need to create a report with account information, contract line items end dates and their associated product name (from the price book). I have not been able to create a report type which will do this for me. I have raised this question with Salesforce and it is a known limitation and one they do not have a resolution for. I was hoping someone has a work around they could share.
Michael Brown (SETGO Partners) Forum Ambassador
Hi Ken, maybe this can help:
1. Create a report type of Service Contracts with Contract Line Items
2. Click the Edit Layout button
3. Click the Create New Section button and create a new section called Products
4. On the right hand side, view the Contract Line Items fields and select Add fields related via lookup
5. Click into the relationships from Contract Line Item, first clicking into Pricebook Entry, and then into Product.
6. From there add all the relevant fields from the Product object
7. All the product fields will be added, and can be identified with the magnifying class. The might be added to a different section on the report layout so I would drag these into the Product section created.