We’d lke to create a Report that breaks down the Line Items within our Deals, and shows how many Deals contain certain Line Items.
Is there a way of doing this within the Report filters or a way of exporting an Excel that would list the Line Items within Deals?
Hey @EChapman, you can do this in the custom report builder!
Just select “Line Items” as the primary data source and then deals as a secondary. Add Line Items Name to the filters to bring in the certain line item you’re looking for.
From there, just build the report as a table so you can easily export it out.