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Topics#Reports & DashboardsRob Schick's Question
Rob Schick (Dynamism) asked in #Reports & Dashboards
Jan 19, 2021, 6:49 PM

Accounts without (Won Opportunities with Products) custom report help needed

I have a request for a report on all accounts without sales of a specific line of products. I am struggling to figure out how this can be achieved within the standard salesforce reports. I'd essentially like to set up a cross-object filter to hit Accounts without Opportunities where won = true and then apply an additional cross filter on Opportunities to select Products with a custom "Manufacturer" field.

 

I've been able to put this together with a couple of separate reports and an Excel workbook with some VLOOKUPs, but would like to be able to do this from within Salesforce. I also tried creating a custom report type (Accounts with Opportunities with Products) but it doesn't seem to have helped very much. Any feedback would be much appreciated!
3 answers
  1. Dmitry Zhagrov (TBD)
    Jan 19, 2021, 7:15 PM
    Rob,

     

    Custom report type looks simplest way to implement your request. Did you use OR logic to combine 3 objects (like you wanna to see any combination where any one of those object's record exceeds as minimum?

     

     
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