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Topics#Reports & DashboardsPregunta de Michelle Newby
Michelle Newby (Bluepoint Leadership Development) ha preguntado en #Reports & Dashboards
15 ene 2014, 17:57

Accounts & Contacts: Report showing ALL accounts even those without contacts (SalesForce Professional Edition)

I need to run a report showing clearly all my accounts with contacts even the accounts that do not have ANY contacts associated with them. I have found a couple of answers in the Community, but none of them work with SF professional edition.

 

Can someone please let me have the answer to this one in a SIMPLE step by step process.

 

Thanks so much 

 

Michelle
14 respuestas
  1. adam marks (Cloud Think Consulting)
    15 ene 2014, 18:10
    You can create a custom report type that will do this for you.

     

    1. Go to Setup>Build>Create>Report Types.

     

    2. Click New Custom Report Type.

     

    3. Fill in all the boring required information. (Make sure you choose Account as the primary object!)

     

    4.  Click Next

     

    5. Copy the settings from the below screenshot. You can create a custom report type that will do this for you. 1. Go to Setup>Build>Create>Report Types. 2. Click New Custom Report Type. 3. Fill in all the boring required information.

     

    6. Click Save.

     

    Now, go to your report builder, and click New Report and then find the new report type you just built. Choose it and then go set up your report as normal. My suggestion would be to group by Account Name (or ID might be better, either way) and then you can see which Accounts have contacts and which don't. Keep in mind this will display multiple records for each Account. So if an Account has 4 Contacts it will show up 4 times.
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