Hello,
I’m trying to create a report that shows all deals containing a specific line item from my portfolio.
For example, I have 50 different line items in my catalog, and I need visibility into all deals that include “Line Item A.” It’s important to note that we typically have multiple line items associated with a single deal, so I need to filter deals that contain at least one specific line item among several.
I’ve explored the deal reports, but I haven’t found a straightforward way to filter by specific line items. Any guidance on how to accomplish this would be greatly appreciated!
Thank you in advance for your help.
Hey @ASantos10 - thanks so much for posting in the Community!
I’d like to tag in some reporting experts here to get some insight on best practices for setting something like this up. @franksteiner79, @Mike_Eastwood, and @Bryantworks - any thoughts for @ASantos10?
Shane, Senior Community Moderator
Hi @ASantos10,
This is possible with the custom report builder: Create reports with the custom report builder
Choose line items as primary source (this ensures you don’t see deals without such a line item) and deals as additional data source:
Once in the editor, apply a filter for line items, e.g. by name:
You can then display a table with, for example, deal ‘Record ID’, deal ‘Amount’, deal ‘Close date’.
Best regards
