function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Norm_ShermanNorm_Sherman 

Reporting Question: Finding customers who purchased product A and B

What is the best way to get this from reports?

 

I would like to know all customers (including contact info) who have opportunity products A and B, but A and B don't necessarily have to be in the same opportunity.

 

TrimbleAgTrimbleAg

Are you using Assets or just Opps?

 

For the Ops side, if you run a opp/products report and put in the criteria.

 

1 Product equals A

 

OR

 

2 product equals b

 

If you only want to find contacts with A & B combined only, change the OR statement to AND.

 

Hope this helps
Norm_ShermanNorm_Sherman

Thank you for the reply!

 

Yes, I am using Opportunities.

 

I tried with 'AND' but that assumes that Product A and B exist on the same opportunity, which is not what I am looking for.

 

Instead I would like to find customers who have purchased A and B in different time spans.

 

So for example, last year customer purchased 'A' (and has a closed - won opportunity) and a year later purchased 'B' (also closed - won opportunity).
TrimbleAgTrimbleAg

Did you try the OR statement?

 

I havent run this type of report so its possible that you might need to use Product "Contains" A. OR Product "Contains" B 
Norm_ShermanNorm_Sherman

"OR" does not guarantee that the customer purchased A and B in their lifetime.

 

So if the customer purchased A but not B it would satisfy the condition but not my requirements ;)
Anirudh_adminAnirudh_admin

Please try to create Opportunity eith contact roles and customize the report
Norm_ShermanNorm_Sherman

ePeople,

I'm not sure I follow you?
Anirudh_adminAnirudh_admin

Just try.. hope it can resolve the problem..

 

Regards..