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How to create BI analysis for Sales Product and Product Groups

Summary:

How to create BI analysis for Sales Product and Product Groups

Content (required):

Hi,


We want to create a couple of analysis to show a list of product groups and products created. I know there is the SA of Opportunities and Products real time, but this SA is more about Opportunities, and we want to report only on products and their groups.

Apparently the only option currently is File Export, but that is not good enough, as we can not schedule the generation periodicaly.


Use case: We need to monitor the changes in Products/Groups monthly, so we want to create an analysis and an agent to send the report every month with the last updates (new products, new groups, products moved from one group to another...)

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