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Create a Salesforce Report for Accounts with No Activities Using Cross Filters
Udgivelsesdato: May 5, 2026
Beskrivelse
Sales managers can use this report to identify accounts that have had no logged activities within a given time period, helping prioritize outreach. This article uses a Cross Filter on the Accounts report type.
Løsning
1. Go to Reports Tab (Lightning or Classic).
2. Click "New Report".
3. Select "Accounts & Contacts".
4. Select "Account" report type and click "Start Report".
5. Select your filters by clicking on the “Filters” tab.
6. From the FILTERS tab, click 
| Add Cross Filter.
7. Choose to show your primary object without a secondary object. Then, choose the secondary object "Activities".
8. Click Apply.
The following video demonstrates how to configure the Cross Filter to exclude accounts with related activity records.
Note: You can also use this type of Report with other related object, depending on your business use case and how the organization is build.
Yderligere ressourcer
Related Articles:
Create a Cross Filter
Build a Report in Lightning Experience
Vidensartikelnummer
000393178
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