I want to create a report based on certain line items but exclude others.
The end goal is “How much revenue did Line Items X and Y bring in vs Line items A, B, and C”
I have tried a few combinations, but nothing seems to be a good fit.
Any ideas?
Hey @TJones45
Yes, you can create a report for your line Items with the custom report builder by selecting deal as a primary source and line items :
then apply the filters Product ID is any of and select the particular line Items in your product as shown in the below image :
Let me know if you have any follow-up questions.
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HI @Jigar_Thakker , this gets me closer, but the result is it duplicates the total deal value for each line item in that deal - if the deal has more than 1 line item
I’m trying to do this as well. It seems the duplication (on my end any way) is because it’s actually pulling from associated contacts. So where one contact is associated, it doesn’t duplicate. Where there are multiples, it duplicates for each contact. Wondering if you found a workaround?