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Question

Reporting on accounts where a Milestone has yet to be created.

  • April 27, 2018
  • 1 reply
  • 36 views
michael_sweeney
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I have been speaking with a customer who has a very valid use case. They would like to run a report to determine who has not yet been assigned a specific Milestone. They would like this report to contain only Accounts without this Milestone even if other Milestones have been created. 

In the screenshot below, we are trying to build a report that shows accounts that have not completed a Welcome Webinar. The challenge we are facing is we can not filter out this account because of the existing Milestones.

Do we see us coming up with a way to filter to null values?

 

michael_sweeney
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  • michael_sweeney
    michael_sweeney

rachelhibbardtmo
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  • rachelhibbardtmo
  • Contributor ⭐️⭐️⭐️⭐️
  • January 9, 2023

You will need to use Data Designer. You’ll create 1 dataset that lists all accounts (A) and 1 dataset that groups Welcome Webinar milestones by company gsid (B). Then do a left join from A to B on company gsid and apply a filter WHERE B.company_gsid is NULL.

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