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EnryEnry 

Report Accounts without open activities

I'm building a report to show all accounts without open activities. It's:

  • Accounts with or without related records from Activities

  • with filter activity status equals Completed.

I don't understand. In the report there are also accounts with activity with status not equals to completed.

 

Do you Know why?

Thanks in adavantage for any advice.

Vinita_SFDCVinita_SFDC

Hello Enry,

 

I uderstand that you are running report with following filters:

 

Show: All Activities  Show: Completed Activities  Show: Tas and Events

 

Date Field   Range All Time (Suppose)

 

Status Equals Completed

 

This will list down all the accounts where there is any completed activity, even if these accounts have any open activities as well but it will list down acitivities which have been completed not the open acitivities. This will not show the accounts which have only open activities.

 

 

 

 

 

Ashish_SFDCAshish_SFDC

Hi Enry, 

 

Go to Reports | Create a New report | Activities | Activities with Accounts | Click Create |

 

Try the logic - might help, 

Filtered By:(1 ) OR 2    

1. Activity ID equals      

2. Status equals Completed 

 

Where Activity ID equals "<Blank>"

 

Regards,

Ashish