Reports for Opportunities with no tasks

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  • MatLudlam
    Senior Member
    • Aug 2016
    • 288

    Reports for Opportunities with no tasks

    Hi, I am trying to write a report that lists all active Opportunities that don't have an active task associated with them.

    The idea being that if the opportunity is open, then something should be going on, and the task reflects that.

    The actual requirement is slightly more complex "active Opportunities that don't have (active task or active call or active meeting)". If you can point me in the right direction on the first item, I am sure I will get the rest done.

    Thanks in advance.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello
    Try something like this
    List Report for Opportunity

    Comment

    • MatLudlam
      Senior Member
      • Aug 2016
      • 288

      #3
      Nailed it perfectly, thanks for the help.

      Comment

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