Use cross filters to filter a report by an object's child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To create, edit, and delete reports:||“Create and Customize Reports”|
Let's say that you've just imported a list of California accounts and you want to find which ones are missing contacts before you assign owners:
- Create a new report. For the report type, click Accounts & Contacts, select Accounts, and click Create.
- In the report builder's Filters pane, set the appropriate standard filters.
- Create a field filter where Billing State/Province equals CA and click OK.
- Click Accounts without Contacts. and specify
When you click Run Report, the results will include only California accounts without an associated contact.