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Does anyone know of a way to gather Contacts without activities within a certain time frame (ie: 30 days) and not assigned to a specific user?

I've tried a Contact report with the cross filter of "AND Contacts without Activities, Date not equal to LAST 30 DAYS, Assigned To not equal to (user)".

The above doesn't seem to filter correctly. I tried to reverse the Activities Filters but that didn't seem to work either.

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  • Which part isn't filtering correctly? Have you tried each individual filter separately to make sure it is correct?
    – Mike Chale
    Commented Aug 6, 2012 at 16:07
  • Which Date field are you using on Activities?
    – Benj
    Commented Aug 6, 2012 at 20:26
  • Mike: Good idea. I'll try each individually to check and post an update. Benj: I'm using "Due Date" on Activities.
    – pdxjake
    Commented Aug 7, 2012 at 21:01

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I think I have a solution for you:

  1. Created a report based on Accounts and Contacts
  2. Added a regular filter on Contact Owner (e.g. Contact Owner not equal [user name])
  3. Added a cross-filter for Contacts with Activities
  4. Sub cross-filter for Activity Created Date equals "Last 30 days"

enter image description here

If you want to also pull in Activity data, you should consider a Custom Report Type (CRT), as well.

  1. Click My Name -> Setup -> App Setup -> Create -> Report Types
  2. Choose Contacts as your base object
  3. Fill in the required fields and then choose Activities for your relationship
  4. Build a report using your new CRT

enter image description here

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  • I think I just resolved the issue this morning (before reading your answer). I'll post a more detailed update, but I did go the direction of a CRT (realized yesterday) and created an initial filter like the one above, but related to an Activity field instead.
    – pdxjake
    Commented Aug 8, 2012 at 16:48
  • Excellent - I look forward to seeing what the solution was.
    – Mike Chale
    Commented Aug 8, 2012 at 16:51

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