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manmeet_dosanjh
manmeet_dosanjh
Helper ⭐️
June 1, 2018
Question

How would you create a report to show ALL accounts that have No Timeline Activity Logged

  • June 1, 2018
  • 13 replies
  • 548 views
I am trying to build a report for leadership that will display ALL the accounts that have never had a Timeline Activity logged for. 

I've tried to build this on the Timeline MDA object as well as the Task object from SFDC (since the TL Activities sync to that).

However, I am having a tough time getting this data to display! I am not sure on how to set the filters (or if it even is possible) so that the report will show any of the accounts without a TL Activity. 

Any help would be much appreciated! 

    13 replies

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    manmeet_dosanjh
    manmeet_dosanjhAuthor
    Helper ⭐️
    June 7, 2018
    No worries! Thanks for the clarification. Looks like I got the same results using the Count function or the Sum function on Created Date of the TL Activity. This worked out great, thanks for the help Dan!
    smathew4
    smathew4
    Contributor ⭐️⭐️⭐️⭐️
    August 1, 2018
    Hi Dan,
    Can you send over screenshots of how you have this rule setup? It makes sense to me theoretically, but I cannot get the Action on the merged dataset to save.
    smathew4
    smathew4
    Contributor ⭐️⭐️⭐️⭐️
    August 1, 2018
    Hi Dan,
    Can you send over screenshots of how you have this rule setup? It makes sense to me theoretically, but I cannot get the Action on the merged dataset to save.
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