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how do i include Item Class and Customer Category in the Sales report created on Customer / Project

edited May 27, 2020 11:31AM in Ask A Guru 1 comment

I am creating a New Sales Report with the following details:

Type: Sales

Metric: Transaction Total ( Revenue)

Format: Matrix

Component : Customer / Project , Field : Name

Column: Accounting Period

I am able to successfully group them in the below hierarchy:

Location >>>  Sales Rep >>>> Customer Category >>> Customer Name >>>

However, I am not able to include the 'Item Class' over there to group them to the above hierarchy. 

I tried changing the component to Item, then I am able to include the 'Item Class' however can't include the Customer Category.

Could someone please advise a way to include both Item Class and Customer Category in the above report?

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