I'm looking to create a report that only returns leads that are part of more than one campaign. Everyone else should be filtered out. Using Filters and Cross filters, I've been able to summarize it by their ID, but not filter them out. What is the best way to filter these contacts out? Is this even possible? Any insight is appreciated!

Edit: Since my question has been put on hold, let me try to detail out exactly what I am looking to do with this report:

  • Report groups campaigns associated by Lead Full Name or Lead Id or Lead something else that is unique
  • Report filters out any Leads with only one campaign (thus Leads with more than one campaign remain on the report)
  • This report should be able to be used in a dashboard to provide a simple count of how many leads are associated with more than one campaign.

closed as too broad by Vigneshwaran G, Adrian Larson, Mohith Shrivastava, Sebastian Kessel, Himanshu Aug 16 '16 at 17:57

Please edit the question to limit it to a specific problem with enough detail to identify an adequate answer. Avoid asking multiple distinct questions at once. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question.

  • I don't have a specific answer but have you tried a report with the objects Contacts with Campaign Members? Why I think that route will work well is that it seems like you're basically looking for Contacts with multiple campaign member records. A Campaign Member record is a junction between Campaign and Contact. So if you want to see Contacts that have been attached to multiple campaigns you'll need to find Contacts that have multiple campaign member records. – Dan Wooding Aug 16 '16 at 15:08
  • @DanWooding I meant Lead, not Contact, so my mistake. Currently, I am using a cross filter of Leads with Campaign History. I can't find Campaign Members in the cross filter with Leads. – SepticReVo Aug 16 '16 at 15:35
  • Okay it's the same concept. You may have to create a new report type. Setup -> Build -> Create -> Report Type -> New – Dan Wooding Aug 16 '16 at 15:40
  • What field is used to restrict it to showing only if the person has more than one campaign? – SepticReVo Aug 16 '16 at 16:07
  • I've updated the text to include more specific details. If this could be reopened, I would appreciate it. – SepticReVo Aug 16 '16 at 18:18

Try creating a custom report type "Leads With Campaign History" The main object being Leads and adding a related object "Campaign history". In the report summarize the groupings by Lead Name in my case I used Full Name. have another column for Campaign Name. When you run the report you'll see your Leads and the Campaigns they are associated with. Then create a report formula 'Number of Campaigns' grouping at the Lead Name. Then the formula is RowCount.

This gets you a report that looks like this:

enter image description here

Filter the report with Number of Campaigns greater than 1 and you'll get all Leads that have been associated to more than one Campaign and what Campaign they are associated to.

  • You can also click the Hide Details button. – Adrian Larson Aug 16 '16 at 16:24
  • I have it set up exactly as you have specified but I don't see the option to filter by the formula field that I've created. – SepticReVo Aug 16 '16 at 17:03
  • On the customize screen there should be a filter button. Click that and then type in the name of your field. – Dan Wooding Aug 16 '16 at 17:05
  • Maybe I missed something during the setup of the custom report type, but when I click the add button next to filters and type in the column name, it says "No fields matched your search." Also, I noticed in your picture that your column doesn't have the formula Fx logo like mine does. Is this a custom field you built in the report or the leads category itself? – SepticReVo Aug 16 '16 at 17:16
  • I apologize, after re looking at this you can't filter on the formula. There's an idea about it: success.salesforce.com/ideaview?id=08730000000Jm0aAAC I think you'll just have to visually see which ones have the multiple related Accounts. – Dan Wooding Aug 16 '16 at 18:04

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