How to Create Report for Accounts with No Activities

In this Salesforce tutorial, we will learn about creating a report for accounts with No activities. This report is created with the help of standard report types of accounts and it is possible to create this report in Salesforce Lightning and Salesforce Classic editions.

Report for Accounts with No Activities

In Salesforce, a report created for Accounts with no activities helps us track the record of those accounts that have no activities for a particular period. With this custom report, we can sort out those inactive accounts and take action according to that. We will require an additional cross-filter to sort out the inactive accounts from the Accounts list.

While working as a system administrator for an organization that uses Salesforce as its main CRM tool, I was once asked to create a report for the accounts that were inactive and had no activities for a while. The Sales team required this report to track those accounts with no activities and can improve their sales.

In the below steps, I will explain the method of creating a custom report for accounts with no activities with the help of a couple of examples in Salesforce Lightning and Salesforce Classic respectively.

Create a Report for Accounts with No Activities in Lightning

To create a report for Accounts with no activities in Salesforce Lightning, navigate to the setup page of Salesforce Lightning and follow the below steps.

1. On the Setup page of Salesforce Lightning, click on the App Launcher and search then select Sales.

Salesforce Lightning Create a report on Inactive accounts

2. In the Sales application, click on the Reports tab.

Salesforce Lightning create a report on accounts without activities

3. In the Reports window, click on the New Report button.

Create a report on Accounts  with no activities in Salesforce Lightning

4. In this step, select the Report Category as Accounts and Contacts then select Report Type as Accounts, and then click on the Start Report button.

Create a report on Accounts with no activities

5. To generate a record in the report table we need to apply some filters and for that click on the Filters tab in the left sidebar.

Create a Report on Inactive accounts in Salesforce

6. For sorting out the inactive accounts we need to add a cross filter and for that click on the Filters dropdown and select Add Cross Filter.

Salesforce Lightning create a report on accounts with no activities

7. In the new cross filter, select the second Show me field as without, then select the Secondary Object as Activities, and click on the Apply button.

Inactive accounts report in Salesforce

8. As we apply the above filters, a list of inactive accounts or accounts with no activities will be generated and now to save this report click on the Save & Run button.

Inactive accounts report in Salesforce Lightning

6. In this step, we need to enter the below fields to save this report.

  • In the Report Name field enter the relevant name for the report. In this example, I have named the report as the Inactive Accounts Report.
  • Click on the field Report Unique Name and it will be auto-filled according to the entered report name.
  • In the Folder field, select the folder to save this report. In this example, I have saved this report in the Public Reports folder to make it visible to all users.
  • After entering the above fields, click on the Save button.
Create a Report on Inactive accounts in Salesforce Lightning

As we click on the Save button, the report will be saved and will run in another window where we can see all the records of the report.

Create Accounts with no activities report in Salesforce

In this way, we have successfully created a report on accounts with no activities in Salesforce Lightning. However, you can modify this report by adding or removing columns and filters according to your requirements for this report.

Create a Report for Accounts with No Activities in Lightning

To create a report on Accounts with no activities in Salesforce Classic, log in and switch to Salesforce Classic then follow the below steps.

1. On the Home page of Salesforce Classic click on the Reports tab.

Salesforce Accounts with no activities Report in Classic

2. In the Reports & Dashboards window click on the New Report button.

Salesforce create a report on accounts with no activities in Classic

3. In this step, select the Accounts & Contacts report type folder and click on the Create button.

Create a Report on Inactive accounts in Salesforce Classic

4. To generate records in the report, we need to apply filters and for that go to the Filters section at the top then select the Show field as All Accounts and Range as All Time.

5. To filter the accounts without activities we have to add a cross filter and for that click on the Filters dropdown and select Cross Filter.

Salesforce Classic create a report on accounts with no activities

6. In the new cross filter select the second field as without, then select the Secondary Object as Activities, and click on the OK button.

Salesforce Classic create a report on inactive accounts

7. On applying the cross filter the records of inactive accounts will be generated in the report table. Now click on the Save button to save this report.

Accounts with no Activities report in Salesforce Classic

8. Enter the required fields in the following way to save this report.

  • In the Report Name field enter a relevant report name. For example, I have named this report as an Account without activities.
  • Click on the field Report Unique Name and it will be auto-filled according to the entered Report name.
  • Select the folder location in the Report Folder field to save this report.
  • Click on the button Save & Run Report.
Salesforce Classic create a Inactive accounts report

As we click on the Save and Run Report button, the report will be saved in the selected folder and it will run in the next window where we can view all records of this report.

Salesforce Classic Accounts with no activities Report

Now we have successfully created a report on Accounts with no activities in Salesforce Classic with the help of the above steps.

Conclusion

In this Salesforce tutorial, we have learned about creating a report on Accounts’ records with no activities. We have discussed the method of creating a report for accounts with no activities in Salesforce Lightning and Salesforce Classic editions respectively.

With the help of the scenario explained in this blog we better understood the need and uses of creating a report of accounts with no activities and how they help improve the sales process.

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