Loading

Create a Salesforce Report for Accounts with No Activities Using Cross Filters

Veröffentlichungsdatum: Aug 18, 2026
Beschreibung

Sales managers can use this report to identify accounts in Salesforce 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.

Lösung

To find accounts with no logged Activities in Salesforce, create a report using a Cross Filter on the Account report type. Follow the steps below.

Steps to Create the Report

  1. Go to the Reports tab (Lightning or Classic).
  2. Click New Report.
  3. Select Accounts & Contacts.
  4. Select the Account report type and click Start Report.
  5. Select your filters by clicking the "Filters" tab.
  6. From the Filters tab, click ![the more actions icon](https://resources.help.salesforce.com/images/8d48df2da24076f81fe33c1b82647c22.png) | Add Cross Filter.
  7. Choose to show your primary object without a secondary object. Then choose the secondary object "Activities".
  8. Click Apply.

Video Walkthrough

The video below demonstrates how to configure the Cross Filter to exclude accounts with related activity records.

Note: This type of report can also be used with other related objects, depending on your business use case and how your organization is built.

Zusätzliche Ressourcen

Related Articles: 
Create a Cross Filter
Build a Report in Lightning Experience 

Nummer des Knowledge-Artikels

000393178

 
Laden
Salesforce Help | Article