You need to sign in to do that
Don't have an account?
prathibha s 3
Report on Contact with no open activity to account
Hey there,
I am looking for a report on contact, which gives me contacts which has Account and those Account should not have any open activity. I have tried it by creating a custom report type "Contacts With OR Without Accounts" and added objects as shown in below screen shot.
:
The problem is, I am getting Accounts having open activities and also accounts having no open tasks. But I need only Accounts with no open tasks.
The filters I gave for my report is something in screen shot below:
I am not sure if I am missing anywhere! Please help.
Thanks
Prathibha
I am looking for a report on contact, which gives me contacts which has Account and those Account should not have any open activity. I have tried it by creating a custom report type "Contacts With OR Without Accounts" and added objects as shown in below screen shot.
:
The problem is, I am getting Accounts having open activities and also accounts having no open tasks. But I need only Accounts with no open tasks.
The filters I gave for my report is something in screen shot below:
I am not sure if I am missing anywhere! Please help.
Thanks
Prathibha
It should be easy.
Please see the links below
https://success.salesforce.com/answers?id=90630000000gjfeAAA
https://success.salesforce.com/answers?id=90630000000gqvQAAQ
Best Regards
Naga Kiran
Thanks for your quick response. I sorted it out by creating a custom report type "Accounts With Contacts". It worked for me :)
Thanks again!
Prathibha