Reports & Dashboards

Hi Rajiv, 

Please check this first :  

Make sure the Duplicate Rule is Active and is using the correct Matching Rule. 

Verify that the record you created actually meets the criteria of the Matching Rule. 

Confirm that Report is enabled on the Duplicate Rule. 

I hope this help !!

Hi @Philippe Jublot

 You can try using an Accounts with or without Activities report to identify accounts that haven't had any visits (Events) in the last 6 months.

Steps:

1. Go to Reports → New Report.
2. Select Accounts with or without Activities.
3. Add a cross filter: Accounts without Activities.
4. Add subfilters for the Activity Date, if available, to define the last 6 months.
5. Filter the activity type to Event, if supported.
6. Add Account Name, Owner, and other required fields.

Important: Please verify the report results carefully. Filtering by activity date and event type is essential to avoid incorrectly including accounts that had recent visits.

If the standard report doesn't support the required combination of filters, you may need a custom reporting approach or automation to identify accounts without Events during the last 6 months. 

Hope this helps! 😊  

 If you find this response helpful, please mark it as the Accepted Answer, as it may also help other Trailblazers facing a similar issue. 

Hi Erick - the fact that a manual Excel export is clean but the subscribed one has a blank row under the header, everything shifted down one, and the last row dropped points squarely at the subscription's file generation, not your report or query. 

A few things to check / try: 

1. Groupings vs format: if this is a Summary report (grouped), the subscribed export often renders an extra structural/blank line that a plain export doesn't. Try a Tabular version of the same report (no groupings) as the subscription and see if the blank row and the shift disappear - that tells you the grouping rendering is the culprit. 

2. Subscription row handling: subscribed/attached results have their own limits and formatting, separate from a manual export, so a blank row consuming a slot can push your last row (row 3) off the end. That matches the 'shifted down + last one missing' symptom exactly. 

3. Confirm it's the platform: reproduce with a tiny 2-3 row report. If the blank-row-and-shift is consistent, this has the hallmarks of a known formatting quirk in subscribed report files rather than anything you configured - worth searching Salesforce Known Issues, and logging a case with the before/after files so Support can reproduce it. 

Workarounds if you need clean output now: 

- Subscribe at the Dashboard level instead of the report, or 

- Use an Analytic Snapshot / a scheduled data export, which don't go through the same subscribed-report formatting. 

If you can share whether the report is Tabular or Summary, and how the subscription is set up (attach results vs embedded), I can help narrow it down further. 

Hope that helps track it down!

The only way that I can see doing this using the native Account Page filter:  Account ID , would be to create a Flow or Custom Code that automatically creates an Account Contact Relationship record for every Contact and Account within the entire Account Hierarchy.  Which in a large org would simply not be feasible or sustainable.  

The problem/limitation is that in order for the embedded Chart to work the way that you described, it would need to tack the Account ID of the Account the user is viewing, and traverse the entire Account Hierarchy from Top to Bottom, and return every Contact or Opportunity within every matching Account, regardless of where in the Account Hierarchy that current Account is located.  That's simply "too heavy a lift" for the native Embedded Report Filter