We use Campaigns to track our constituents' participation in our trainings. And we'd like to be able to report on which Accounts don't have any affiliated contacts who have attended any trainings during a particular set of dates. Any suggestions on how to get there?
I currently have a formula field and a lookup field on the campaign member record that fills in the contact's Primary Affiliation, so the two are linked. But I can't wrap my mind around where to go from there. Would declarative lookup rollup summary be a useful tool here?
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@M Sridhar @Gorav Seth Thank you so so much for the suggestions! I am working on the Apsona option and it's going really well....until I get to the third filter. When I try filtering on the Account object, it only gives me the "in filter" operator, not the "not in filter" option. So I'm left in the same place I was in before, which is that I know which accounts did attend trainings, but I can't get info on which accounts didn't. Is there something I'm missing in nesting filters in Apsona that I can try before moving on to the DLRS option?
Thanks again!
