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John Bono (PUSH Buffalo) 님이 Apsona for Salesforce에 질문했습니다

@Apsona for Salesforce,

 

I am still struggling with a question that I brought to the Apsona Office Hours last Thursday.

 

I need to build an cross filter report in Apsona that only includes records where the child object does not match the criteria (an exception report).

I was able to create the report I am looking for natively in Salesforce but I cannot figure out how to create the report in Apsona.

 

Here is a screenshot from the Salesforce report.Cross Filters (Exception Report) #Apsona #Apsona Document Merge

답변 1개
  1. 2023년 10월 3일 오후 12:32

    Hi John,

     

    I think your best method is to create a filter for contacts who have offline waivers in the last 365 days, then in your report add a filter where the contact id is not in that new filter. Let me know if you need more detail, I'd be happy to jump on a call to help.

     

    -Laurie

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