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Reports with product lines
I am trying to run a basic opportunity pipeline report with product lines, but not sure how to get the product lines to summarize correctly. I need to have a report which summarizes the information by fiscal period and then by region.
When I run my reports or create custom reports, I am unable to summarize each line item by the license value etc. (I can't get the values to summarize highlighted in red)
So I would like to see the reports as below.
FY2010
Region Asia License Services Total Stage Comments
Opportunity 1 100,000 100,000 200,000 XCX To be followed up
Opportunity 2 50,000 50,000 100,000 XCX To be confirmed
Opportunity 3 50,000 50,000 100,000 XCX To be confirmed
Asia Total 200,000 200,000 400,000
Region Europe License Services Total Stage Comments
Opportunity 1 200,000 200,000 400,000 XCX To be followed up
Opportunity 2 50,000 50,000 100,000 XCX To be confirmed
Opportunity 3 50,000 50,000 100,000 XCX To be confirmed
Europe Total 300,000 300,000 600,000
Can anyone assist me customising my report accordingly?
yudhvirmor
All Answers
1. Create new custom report
2. Select Opportunties
3. Select Opportunties with Products
4. Select Type as Summary Report
5 select columns you want to summarize ( In your case its Licence, Services and Total)
6. Select summarize information by ( In your case select Region)
7 Complete rest of steps and you'll the desired results.
Thanks for your quick response. I think I must have set-up my product incorrectly, as I am not able to select license or services as my summary column (step 5). Even when I try to create this as a custom summry fiels, none of the product families are available.
Any advice?
Have you setup license and services of type currency. You don't need to create them as summary fields.
If you'll create them as currency field at Opportunity Product Object. You just need to populate these fields at Opportuntiy product level.
let me know if u r using any chat, I can explain to you there in more details
It's been so long since I've done any custom work taht you have me all confused now :) Let me take a look at my set-up and get back to you. Are you on Skype, as I woudl really appreciate your help. I need to get a basic pipeline report out without any manual work on the excel, but it's just doesn't seem to work for me...
yudhvirmor