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December 16, 2022
Question

Is there a report that I can print to show me a list of products and services that will also show the accounts those items are linked to?

  • December 16, 2022
  • 1 reply
  • 1 view
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1 reply

Level 8
December 19, 2022

Good morning, @cindy157. 

 

Welcome to the Community! Let's work together to figure out which report would be best for you to review a list of Products and Services that will also show the accounts those items are linked to. 

 

I recommend running the Product/Service list report and then customizing it to your liking. Here's how: 

 

  1. Go to the Reports tab on the left-hand menu bar. 
  2. Ensure that you're in the "Standard" portion of the page. 
  3. Scroll down until you see the "Sales and customers" section. 
  4. Pick Product/Service List. 

 

Afterwards, click the Customize option in the top right-hand corner under Save. This will allow you to include particular things that you'd like on this report. 

 

 

This should do the trick. Don't hesitate to reach back out if you have any other questions. Have a wonderful Monday!