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I saw the other post for Stale Opportunity but those steps are not working for creating a stale Lead Report. I would like to create a report that shows which leads have had not activity for the last 7 days and have no upcoming activities (scheduled tasks or appointments).

 

I have created a Lead report with the following criteria.

 

Show: All Leads

 

Date Field: Create Date (have tried last modified and last activity)

 

Range: All time

 

Added filter for Last Modified: not equal to: Last 7 Days - This shows leads that have an activity within the last 7 days and shows activites that have future activites.

 

Tried adding a filter with both and/or Last Activity not equat to Next 90 days and I do get slightly different results but I still get Leads that have had an activity in the last 7 days.

 

Below is a screenshot of what I think should work. But like I said I have tried it with and/or last activity, last modified, etc...  It always shows at least a couple of leads that have had activity in the last 7 days (usually yesterday but not always). I assume that Salesforce is saying the last activity happened in the future so it wasn't in the last 7 days so it shows that as a result? But That also doesn't seem to be correct, as the results for activity yesterday have no future activity and it appears the last activity was yesterday.

 

Seems like this should be a simple common report what is going on here?

 

Create Stale Lead and Opportunity Report?
11 answers
  1. Sep 13, 2017, 4:10 PM
    Creating a report Last Activity greater than "Last X Days" doesn't seem to work either.

     

    No mater how many days I put for X it shows only records with NO activity besides a future appointment scheduled. So if I set it to 1 day (we have records that have had zero activity for more then a day it doesn't display them.
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