report of all products purchased by customer?

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Hi All

I am struggling to extract a report of all products purchased by a particular customer. No issues to report on opportunities and quotes by customer but I am unable to extract the quote product detail without using powerbi - is there an easy way to do it please?

cheers and all the best for the festive season.

jay.

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Leah Ju Microsoft Employee on at

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Hi Partner,

Is the Report Wizard unable to generate a report for 'quote product(quote line)'?

https://learn.microsoft.com/en-us/power-apps/user/create-report-with-wizard

Select 'quote line' table

Then you can select columns from quote line or quote or product:

Test Result:

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Community member 5 on at

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Thank you for taking the time to repond.

We are running Microsoft Dynamics 365 2023 release wave 2 enabled App name: Sales Hub Server version: 9.2.23112.00216 Client version: 1.4.6861-2311.2

and seem to be missing the reporting option?

I did try some searches and it seems that you could manually add it in but did not find any guide for our version - can you help?

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Leah Ju Microsoft Employee on at

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Hi Partner,

Yes, the 'Report' is not added to the sitemap of Sales Hub app.

1)You can add 'report' table to sitemap.

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/add-edit-app-components

2)Click Advanced Settings to open legacy interface, then you will see 'Advanced Find' option:

--Using it, you can find 'Report' table, and new one report.

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Verified answer

Leah Ju Microsoft Employee on at

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Hi Partner,
Did that answer your question?
Any updates? Please feel free to ask me any questions you may have!
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