Create a report to find out the Accounts without Opportunities in Professional Edition
|Knowledge Article Number||000239960|
|Description||Enterprise Edition and Above we can create a report on Accounts using Cross Object Filter to find out the Accounts without Opportunities Associated.
In Professional Edition we do not have Cross Object Filter available. The workaround is to create a Roll-Up Summary field on Account Object.
|Resolution||Please find the steps for Custom Roll-Up Summary field on Account object:
1) Click on Setup | Customize | Accounts | Fields
a) Click on New Custom field | Select Data type as Roll-Up Summary
b) Field Label Opportunity Count | Click on Next
c) In Summarized Object select Opportunity | Roll-Up type as “Count” | Click on Next
d) Click on Next
e) Click on Save
2) Creating the Report on Account:
a) Click on Report | New Report | Select Report type as Accounts | Click on Create
b) Select the All Accounts and Date fields as per the requirement
c) Drag the Opportunity Count field in the filter and add the Criteria as Opportunity Count equals to 0
This will provide the report for all Accounts without Opportunities