Report with customer data and products.

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  • ChrisCross
    Junior Member
    • Jun 2022
    • 16

    Report with customer data and products.

    Good morning,

    I hope you're all well.
    I need to implement the following:
    I want to generate a monthly report that shows me which customers have booked which products.
    I tried using "sales order," but I can't drag the products into the report, probably because it's a cross-reference.

    Does anyone have an idea how to solve this charmingly?

    Thanks for your effort and best regards,

    Chris
  • dreginald
    Senior Member
    • Sep 2018
    • 134

    #2
    There is no direct relationship between Sales Order and Product.
    So create a report with Sales Order Items as the Target entity and the Account is also mapped to the Sales Order Items

    Comment

    • ChrisCross
      Junior Member
      • Jun 2022
      • 16

      #3
      Hi Dreginald,

      Thanks for the quick help.
      I'll try it out right away.

      Best regards

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