Hi, I am looking to create a report but I am not sure how to.
I want to create a company report which shows all the deals that fall under that company and in the report we can see the status of the sales, the product each customer choses, and the price too.
Thanks
Hi @PGobritanya,
I would recommend a Custom Report with the primary object of Company. After selecting company, choose “add more data sources”. You’ll want to check the box next to Deals and Line Items.
I would likely use the Pivot Table report for this and add the appropriate properties you want:
Lastly, you’d want to apply filters depending on what you want to see.
It make take some playing around to get it functioning exactly how you want it, but it should do the trick!
Last note. You’d need a Pro account so you have access to the Custom Report Builder.
Hope this helps!
