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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

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!
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    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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    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.
    Translate
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