report of all products purchased by customer?

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Posted on by CU27040945-10

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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CU27040945-10 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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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!
If someone answered your question, can you check this box to mark that response as an answer?

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