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I have a scenario , please provide inputs. Our contract is a child of Opportunities. And i want to report on Product ( specifically ACV ) based on Signed/Activated Contracts. I cannot use the Standard 'Opportunities with products' report type, because i cannot include Contract fields. We do have a Lookup to Contracts on Opportunity Products, but it is of no use, because i cannot create a report type based on Contracts -> Opp Products relationship.

Any help much appreciated.

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    Can you use a CRT where primary object is Opportunity, child object is Opportunity Product? ... and since, Opportunity Product has lookup to Contract, you can filter on Opportunities with Products that have activated Contracts
    – cropredy
    Commented Jan 31, 2021 at 2:18
  • @cropredy I was excited to see your response, i just tried creating one CRT, and i am not able to select the standard Opportunity Product object (API Name - OpportunityLlineItem). Looks like i can't add a Screenshot here.
    – Chellappa Karimanoor
    Commented Jan 31, 2021 at 20:04
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    Primary object = Opportunity, child object in the drop down is labeled Products, which in this case are the Opportunity Products. Confusing labeling.
    – cropredy
    Commented Jan 31, 2021 at 20:10
  • Ya thanks i can see that now. Appreciate the quick response
    – Chellappa Karimanoor
    Commented Jan 31, 2021 at 20:13

1 Answer 1

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You can do the following:

  • Create a new Custom Report Type
  • Primary object = Opportunity
  • Child object = Products - note, this is really Opportunity Product. Were you to select Product as a primary object, you are getting the Product2 object!

When configuring the layout, you can add fields from the Opportunity Products' lookup field Contract__c so your report will be able to show fields from the Contract.

In your report filter, you can query on Opportunities with Products with signed/activated contracts. The report will show all products for that opportunity (that is, products without a contract lookup will be included in the results.

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