I have seen so many different answers here, but there are two critical issues,
1.) I am using "Professional Edition", so there is no "corss filter" function for me in the report.
2.) I trying to see any leads that has no "open activities", most of the answers are teaching how to create reports with "no activities", so no matter the lead does or does not have activities in the past, as long as it doenst have an open one, is what i want to see.
Thanks for all your help in advance.
3 个回答
That cross filter function is, unfortunately, really what you need. That is its entire purpose! A view won't work because views cannot look at other objects. You can't use a rollup summary field because you need to be in a master-detail relationship to do that, and that kind of relationship cannot be created here.
I hate to give a "can't be done" answer, though, so here are a couple of other possibilities:
- You could always create a manually-edited field to track this on the account, but that would require someone regularly going through your accounts and updating the field. If you have any decent number of accounts, this is probably not an option.
- There is an AppExchange app called "Rollup Helper (http://www.thinkreid.com/products/rollup-helper)" that can theoretically automatically do these counts for you. Supposedly it works with Professional Edition, and there is a free version that will let you do one piece of automated counting on a regular schedule. I haven't had the best of luck with the free version, but admittedly, this is probably because our org is so ridiculously complex that it couldn't keep up. Either way, this might be your best bet.
