vtiger

[fercengiz]

Hi,

I want to list all the accounts who bought a specific product.

Thanks in advance

[bharath]

Hi fercengiz,

Wizard Steps to create a Report for Accounts who bought a specific product.

1)Give a Report name , Report folder and Description.
2)It will ask Select Related Module (Here you have to specify the module Products)
3)It will ask you the format of the report.You have to specify the format.
4)Select the fields as you wish to generate the report.
At last that is 7th step you have to select the field in advance filter as
Product Name - Equals - Name of the Product.

Report generation is completed.
This is how we create a report to know all the accounts who bought a specific product.

Please get back to me if I am wrong.

[Balduin]

Thank you bharath, I added it to the wiki: http://wiki.vtiger.com/index.php/Sales_Force_Automation_How_Tos

[fercengiz]

Thank you bharath and bolduin,

I used your recipe to get the report and it works. Is there any option that I can get this report not only for a specific product but also for all products. I mean for each product the report should list the accounts for that product and so on.

Thanks

[bharath]

Hi fercengiz,

If you want to view each Product and its related Account.
What you have todo is

1) You have to select Summary Format.
2)Next you have specify grouping for
Account Name in Acsending and
Product Name in Acsending.
4)At last do not specify any advance filter.
Now you can see the report for each product with its related Accounts. :P

Please correct me if I am wrong.

[fercengiz]

hi bharath,
I asked my question a little wrong. I understand how to list the product by accounts but I want to learn if I can list the sold products to an account not the product which are directly related to an account.

Thanks for your effort