Report - Accounts with no activity for 30 days

[Nishan Perera]

Hi,

I want to create a report for accounts which is no activity (calls,meeting) for the last 30 days. I tried with this information https://forum.espocrm.com/forum/gene...ty-for-30-days but its not working. Please help.

[Maximus]

Hi,
How about this (see screenshot).

[Nishan Perera]

its working. And I want another include for this report which is , 0 calls, meeting for purticular opportunity connected to account. which means.

0 activity accounts = accounts (0 calls,0 meetings) + opportunity (0 calls,0 meetings)

Hope you got what i need. Appreciate support on this.

[Maximus]

There is not possible to fetch a related field value of the related record of the target record. It means that there is no ability to fetch like Opportunity.Call.Date Start. So to achieve what you want w/o code developing you can do this:
1. Create the 2 new fields for the Opportunity of the 'Date' type (e.g. lastCall, lastMeeting)
2. Create a two workflow to dynamically handle the changes (for each Call and Meeting):
Target: Call/Meeting
Trigger Type: after record updated
Condition: if status = 'Held'
Action: Upgrade related record -> Parent -> Opportunity -> set a formula like this:

ifThen(
    targetEntity\attribute('dateStart') > lastCall,
    lastCall = targetEntity\attribute('dateStart')
)

Note. don't forget for Meetings set appropriate fields name.
3. Add aditional conditions to a report (see screenshot).

This decision will fetch a date value for the future actions. You have to do something to trigger the workflows for already existed records (e.g. mass update).

[HammerGiraffe]

There is not possible to fetch a related field value of the related record of the target record. krogerfeedback It means that there is no ability to fetch like Opportunity.Call.Date Start. So to achieve what you want w/o code developing you can do this:
1. Create the 2 new fields for the Opportunity of the 'Date' type (e.g. lastCall, lastMeeting)
2. Create a two workflow to dynamically handle the changes (for each Call and Meeting):
Target: Call/Meeting
Trigger Type: after record updated
Condition: if status = 'Held'
Action: Upgrade related record -> Parent -> Opportunity -> set a formula like this:

ifThen(
targetEntity\attribute('dateStart') > lastCall,
lastCall = targetEntity\attribute('dateStart')
)

Note. don't forget for Meetings set appropriate fields name.
3. Add aditional conditions to a report (see screenshot).

This decision will fetch a date value for the future actions. You have to do something to trigger the workflows for already existed records (e.g. mass update).

Exactly what I needed! You just saved me several hours. Thanks!