We are a nonprofit aiming to catalyze projects in all 50 states in a certain amount of time.
It's easy to pull a report of our projects and the state where they're located and see which states we have covered. However, we want to easily see which states are NOT represented so that we know where to focus.
Right now I'm doing this manually in a spreadsheet, but would like to automate it and just send people to Salesforce to see it.
I feel like there's probably an easy way to do this that I'm just overlooking - anyone had a situation like this before? Thanks!
3 risposte
Hi Delaney,
The main rule of reporting is that you can report on existing data, not on non-existing data.
Here's what I would do (now I don't really know the non profit edition, so apologies in advance if it's not possible):
1- Create a custom object called "State" and make sure the name field is in the text format (not auto-number)
2- Create 50 records in this object, one for each state
3- Add a lookup field on Projects to this State object
4- Update all the lookups in your existing projects with the state record (hopefully you can use the data loader for this)
5- Then create a report type on States with or without projects
6- Finally, create a report using this report type.
Tell me if you need help with any of the steps above
