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I ran a report using a cross filter as the below -

Accounts without opportunities

Stage Equals Closed Won

 

But this is still showing 100's of accounts that have Closed/Won opps, is there anything i am missing to get this fitler to work?

6 个回答
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    2023年9月4日 14:21

    Why did you delete the original question?

    Cross filters can be a bit funny to work with, but the good news is that you can create a roll up summary field on accounts to count the number of opps where the stage is closed won.

    You can now run a report on Accounts and filter by 

    Roll up summary equals 0

0/9000