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

Data pubblicazione: May 5, 2026
Descrizione

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.

Risoluzione


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 the more actions icon | 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.

Numero articolo Knowledge

000393178

 
Caricamento
Salesforce Help | Article