Target Lists report creation

[partomas]

Hello everyone, I’m facing a challenge and could use your insights. I need to create a contact target list to send "Mass Emails" to contacts associated with accounts that have unpaid invoices, as example. The issue is that the contacts do not have a direct link with invoices entity, but I can filter accounts with "unpaid bills". My question is: how can I extract the contact details from these accounts to target list?

Ideally, I would like a joint list report where I could filter contacts based on a separate report of filtered accounts. Additionally, I want to assign this dynamic report to form a "Targets list," so I need a list-type report.

I hope my problem is clear, and I look forward to your suggestions. Note: The solution needs to be user-friendly as it must be manageable by sales managers without programming skills. Thank you in advance!

[eymen-elkum]

As a quick idea, create a field on contact named "has unpaid invoices" and make it calculated from formula.

The best practice will be scheduled workflow with report, Try using having

[partomas]

My request is more about "I would like a joint list report where I could filter contacts based on a separate report of filtered accounts. Additionally, I want to assign this dynamic report to form a "Targets list," so I need a list-type report." generate report based on results at another entity list report.