After testing and researching, I’ve identified a limitation in HubSpot’s reporting tool. Currently, using the “contains any of” filter includes Deals associated with either of the two Line Items, rather than both, which is problematic for cross-selling analysis. While trying to create two separate filter groups referencing each Line Item, the tool still interprets them as a single Line Item, which prevents the report from displaying companies that purchased both products.
It would seem that a workaround could be to create a custom transaction property with multiple checkboxes for each line item, allowing teams to select the relevant products associated with the transaction. This custom property could then be used to create more accurate cross-selling reports. While this could work, it would require a great deal of time and effort to replicate the existing within this new property.
Thanks for your help.