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Topics#Reports & DashboardsBart Rodenbaugh's Question
Bart Rodenbaugh (The Mosaic Company) asked in #Reports & Dashboards
Jan 30, 2013, 4:19 PM

Report showing Accounts with no Account Team Members listed

I have Account Teams within most of my accounts but now need to create a report showing all accounts where no team members are listed so I can update those accounts with the appropriate members.  Will someone please provide some assistance on the report type and/or filters I can use to accomplish this?  Everything I try just comes up with No Data Found.  I appreciate it!
3 answers
  1. Brent Downey (Gates Corporation)
    Jan 30, 2013, 7:30 PM
    You will need to create a custom report type on Accounts with the related records coming from Account Teams. It would look something like this:

     

    You will need to create a custom report type on Accounts with the related records coming from Account Teams.

     

    Then create a report using teh new report type and add a cross object filter that reads Accounts without Account Teams. This should return the results you are looking for.
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