Products & Quotes: Reports & exporting info

SOLVE
jimmycapvidia
Participant

Greetings, is there a way to view or export data (line items) from Products & Quotes?


line items.jpg

 

We have several products with several variations, so would like to pull a monthly report for line items / products other than the deal and total deal size.

 

Any help would be appreciated. Thank you.

1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @jimmycapvidia,

 

This can be achieved by exporting a custom cross-object report (available in Professional and Enterprise). Navigate to Menu > Reports > Reports > Cross-object > Deals + Line items.

 

For Filters on the upper left, select Create date is known under Deals Filters and Create date is known under Line items Filters (or any time frame you're interested in).

 

Click Hide Filters. You can now select additional properties that you're interested in. For example, I've added Deal name. You should now be able to click Export on the upper right and get a file of all selected properties. (If not, click Get data and try again.)

 

Hope this helps!

 

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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4 Replies 4
PamCotton
Community Manager

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Thank you,

Pam

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0 Upvotes
karstenkoehler
Solution
Hall of Famer

Hi @jimmycapvidia,

 

This can be achieved by exporting a custom cross-object report (available in Professional and Enterprise). Navigate to Menu > Reports > Reports > Cross-object > Deals + Line items.

 

For Filters on the upper left, select Create date is known under Deals Filters and Create date is known under Line items Filters (or any time frame you're interested in).

 

Click Hide Filters. You can now select additional properties that you're interested in. For example, I've added Deal name. You should now be able to click Export on the upper right and get a file of all selected properties. (If not, click Get data and try again.)

 

Hope this helps!

 

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

jimmycapvidia
Participant

Thank you, that definitely works.

CRivera
Member

Hi, does anyone know how to pull a start date into the template? I see it is good for "1 Year" but it would be great if it showed the start date of the product as well. Will this be added in a later version?

Screen Shot 2021-03-10 at 6.37.54 PM.png

 

0 Upvotes