Salesforce Reports: Create Report for Accounts Without Activities

When we create an Account from a Lead, it is saved in Salesforce. But after that, some Accounts don’t get any sales calls, meetings, or follow-up activities.

These Accounts remain inactive because no activities are added. The Sales Manager wants to review these accounts so the team can plan proper follow-up and not miss any business opportunities.

To solve this, we can create a Salesforce Report for Accounts with No Activities to quickly find all inactive Accounts. In this article, I will explain how to create a report, apply filters, and add or remove columns in Salesforce.

Report for Accounts Without Activities

In Salesforce, a report for Accounts with no activities helps us identify Accounts where no calls, meetings, or tasks have been completed within a given time frame. With this report, we can easily see which Accounts are inactive and take follow-up actions.

To do this, we need to use a cross filter in the report, which helps us separate the inactive Accounts from the full Accounts list.

Create Report for Accounts Without Activities

Now, let’s create a report in Salesforce that displays only those Account records that don’t have any related activities, such as calls, meetings, or tasks.

1. If you have already added a Report tab while creating an App, then you click on the Report tab.

OR

• Click on App Launcher -> Search “Reports” -> Click on Reports. Then click the New Report button to create a report.

2. Then, you can see the left sidebar, and under the Category, click on the ‘All‘ option. Then, select or search for the Object that you want to create a report for, or search for that object.

Here, I have selected the Account object. Then click on the Start Report button.

3. Currently, no records are displayed due to the default filters. To see the records, you need to remove these default filters.

4. To remove the default filters, click on the Filter option. Then you will see Show Me. Click on it, then click on the created date and select the date range. 

There is also the All Time option. After removing the default filter, you will see all records.

5. To add the new columns to the Salesforce report, follow the steps below.
   • Click on “Outline” -> Go to the “Columns” section -> Search for the field you want to add to the report. You will see that the field you selected has been added as the last column in the report.

6. Click on “Outline” -> In the Columns section -> Hold and drag the column you want to rearrange -> Drop the column to the desired position.

OR

• Click the dropdown arrow on the column you want to rearrange. Then click on the “Move Left” or “Move Right” option as required.

7. To apply a Filter, click on the Filter option, then click on the drop-down arrow. You will see “Add Cross Filter“; click on it.

8. Now, we want only those account records that don’t have activity. We only need to fill in the following fields.

• We can select the “With” or “Without” value. Here, I want to associate records with contacts, so I have chosen “Without.”
• In the Secondary Object field, select the related object. Here, I have chosen the “Activities” object.
• Click on the Apply button.

9. After adding the cross filter to show only those Accounts without activities, we can see the list of inactive Account records in the report.

In this way, we can create records to display the accounts without related activity records using the cross-filter in the Salesforce report.

Conclusion

I hope you have an idea about how to create a report in Salesforce to identify accounts with no activities and how it helps in tracking inactive Accounts.

Creating a report for Accounts with no activities in Salesforce is very useful for sales teams. It helps to quickly identify inactive accounts, take follow-up actions, and ensure that no potential customer is overlooked. Using cross filters makes the process simple and effective.

You may like to read:

• Export Salesforce Reports to Excel
• Restrict Reports Access in Salesforce
• Change Column Name in Salesforce Reports
• Create a Public Group and Share Report With Group in Salesforce

Bijay Kumar

I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.