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Report on Accounts without Activities Due on a Specific Timeframe

Fecha de publicación: Aug 4, 2025
Descripción

Generate a report that will return Accounts without Activities that are due during a specific time period by creating a Custom Report Type for Accounts WITH or WITHOUT Activities and include the Due Date field for the Activities object.

Solución

 

Create and configure the Custom Report Type


1. Create a Custom Report Type for Accounts with or without associated Activities

  • Primary Object: Accounts 
    • With or without related records from Activities (B)
  • Secondary Object: Activities

2. Create a Report using the new custom report type
3. Add your preferred filters for Accounts and Activities records
4. Add a filter for the Due Date field on the Activities Object

 

Note: This article is not for creating a report to track Accounts with any activities. It's to track accounts which had no activities during a specific time frame.

Número del artículo de conocimiento

000384527

 
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Salesforce Help | Article