Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / report of all products...
Sales forum
Answered

report of all products purchased by customer?

Posted on by 5
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.
 
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    report of all products purchased by customer?
    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?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    report of all products purchased by customer?
    Hi Partner,
    Yes, the 'Report' is not added to the sitemap of Sales Hub app.
    1)You can add 'report' table to sitemap.
    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.
  • report of all products purchased by customer?
    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?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    report of all products purchased by customer?
    Hi Partner,
    Is the Report Wizard unable to generate a report for 'quote product(quote line)'?
    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
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,564 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,651 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans