I have a report that shows accounts by state and I can pull a report that shows only accounts that have meetings or calls. But, how do I do the opposite and only get accounts that we have not had a meeting or call?
Hi Amy Frybarger and Kristjan Geir Mathiesen,
To make a report like this, I leveraged what I learned from this Knowledge Base Article about Reporting on Contacts without Email Addresses, but applied the principle to Accounts without Calls and Meetings.
I made a Summation With Details type report targeting Accounts.
When an Account has no call or meeting related:
When every Account in the instance has either a Call or a Meeting related:
I hope this helps!
Thanks so very much...this is perfect. I really appreciate the help!!!!!
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