For example We have 40 accounts that were referred to us, of those 40, 14 have Opportunities.
How do I pull a report that shows either or.
Ideally I'd like the report to spit out showing me the 26 accounts that DON'T have opportunities.
I tried to create a report that says " show all accounts where Opportunity name = null" but it isn't working.
25 réponses
@Easter,
Okay for that you're gonna need to do a few things. First you're gonna need to create that custom Formula(1) field on each object that you want to count. So in your example Account, Opportunity, Activity.
Then on the Account object you're gonna create a custom Rollup Summay Field that returns the COUNT of Opportunties.
Then create a Custom Report Type (CRT) that includes Accounts with AND without related Opportunities, and Opportunties with AND without related Activities.
Then create a Summary or Matrix report and Summarize (SUM) each of the Formula(1) fields you want to count.
