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Need to report on Objects with no activities. Specifically objects that have never had an activity associated with them
You can report on closed activities, open activities, late activities, etc. However, the one thing you cannot report on is whether an object (in my case, a contact or an account) has never in its existence had an activity associated with it. This would be SO helpful to my org in determining an unserviced client.
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Tom_Tobin 10/17/08 |
You can do this scenario. http://blogs.salesforce.com/analytics/2008/02/exception-repor.html |
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jbeck@VCS 11/11/08 |
I went to the link above to see if I could formulate a report to view open opportunities without open activities. I could not; it pulled up opportunities that did not have any activity history. However, any new opportunities that had a pending activity but no history yet, were included in the report. There have been several ideas on this in the past and I am surprised that Salesforce has not found a way to implement exception reporting such as this. I am still having to export to separate reports and run scripts in FileMaker Pro in order to run the report I need. |
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tt 12/04/08 |
Changed status to Ideas Under Consideration. |
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ad75 12/23/08 |
tt's link above does contain some useful workaround scenarios, but there are at least two specific things that I have tried to do recently that were not possible: 1. Create a custom report type that joins Activities to a User/Owner record. 2. Create roll-up summary fields that count the number of Activities linked to each User/Owner. Without either of these I don't think it's possible to produce a report that includes Users with zero Activities. This is a pretty significant omission. |
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