Report Meeting / Quotes

The Meetings/Quotes relationship could be tenuous because it relies on the Flexfield on Meetings to be "Quotes" to link to the actual quote.

But if you have a policy that the Meetings are related to the Quote (and not the Account or Contact) you can start from the Meetings module and filter by date, then look at the related Quotes and down to Quoted Line Items under that...

(I'm not using QLI's so I can't build a full example).

FrancescaS

Hello Francesca. Thank you for the reply. I apologize for missing it and not responding! 

Do you think it would be possible to create a report of quotes that do not have a meeting associated to them? 

It's possible, but I don't think that report builder could do it without an Advanced Report using SQL

IF you have a rule that says that Meetings have to have a Quote in the flex-relate field for the parent then you can start with something like:

select * from quotes
where quotes.id not in (select parent_id from meetings where parent_type = 'Quotes' and meetings.deleted = 0)
and quotes.deleted = 0

Hi Norm Bonenfant ,

Reporting on absent relationships is possible with Sugar's regular Reports module. To show quotes with no meetings, first set a filter on Quotes > Meetings > Subject is empty:

Then, on the final stage of the report creation, you will want to mark the Quotes > Meetings relationship as optional:

This should be all that's needed to identify the appropriate quotes.

Chris

Nice trick Chris Raffle ! 

That is awesome! I ended up a little different in using the ID but same idea and result! Thanks!