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CharlieB65
October 24, 2023
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Way to produce a report of all services and products offered

  • October 24, 2023
  • 1 reply
  • 0 views

Hi!

Is there a way to produce a report of all products/service price and costs?  For some team problems, I realize that some products have cost but no price correctly set and vice versa.  It would be great to have a report with all the information to check and correct all mistakes.

 

Thanks!

 

C.

Best answer by JessT

Hi CharlieB65!

 

I can assist you in creating a report that includes your list of products and services along with their prices and costs. To accomplish this, we'll navigate to your Products and services page and generate a report from there.

 

Here are the steps to follow:

 

  1. Click on the Gear icon.
  2. Choose Products and services under All lists.
  3. Click the More drop-menu button and select Report.


 

Here's how the report will look like:

 

 

You can also consider customizing your report to get the data you only need.

 

If you have other concerns, feel free to go back to this thread so I can continue helping you. Take care and have a good one!

1 reply

JessT
JessTAnswer
October 24, 2023

Hi CharlieB65!

 

I can assist you in creating a report that includes your list of products and services along with their prices and costs. To accomplish this, we'll navigate to your Products and services page and generate a report from there.

 

Here are the steps to follow:

 

  1. Click on the Gear icon.
  2. Choose Products and services under All lists.
  3. Click the More drop-menu button and select Report.


 

Here's how the report will look like:

 

 

You can also consider customizing your report to get the data you only need.

 

If you have other concerns, feel free to go back to this thread so I can continue helping you. Take care and have a good one!

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