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I posted this in the Trailblazers Community but I haven't been able to resolve the question yet, so thought I'd try my luck here!

We have a custom object related to an Account to track specific features, by Usage Status.

For example:

* ABC Company may have:
    - Account Feature "Permission Sets" with Usage Status "Using"
    - Account Feature "Role Hierarchy" with Usage Status "Not Selected"
    - Account Feature "Custom Profiles" with Usage Status "Not Interested"
* XYZ Company may have:
    - Account Feature "Permission Sets" with Usage Status "Not Selected"
    - Account Feature "Role Hierarchy" with Usage Status "Not Selected"
    - Account Feature "Custom Profiles" with Usage Status "Not Selected"

We want to create a report to count Accounts that have Account Features ONLY in "Not Selected" status. So, with the above scenarios,

  • we would NOT want ABC Company to appear on that report, even though they have one Account Feature in "Not Selected" status, but
  • we WOULD want XYZ Company to appear as ALL their Account Features are in "Not Selected" status

I've tried building:

  • a report with either a filter or a cross-filter of "Usage Status = Not Selected", but I am still pulling records that have some Account Feature line items with a different Usage Status,
  • a new report type with Accounts w/ w/o Account Features, but that had the same results as the Accounts with Account Features report

When I report on "Accounts WITHOUT Account Features where Usage = Not Selected", I get all the other records, but the Accounts I want to see. And, if I reverse the cross-filter, and say "Accounts WITH Account Features where Usage = Not Selected", I get some results where they have Account Features with Usage of "Not Selected", but also "Using", "Interested", etc. See example.

Is there a way to reverse the logic so you ONLY see the records that meet the criteria, rather than excluding them?

I feel like we're missing something really basic, but I haven't been able to get it to work. Can you help?

Cheers, Nat

1 Answer 1

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I think you're looking for two cross filters on your report.

  • Accounts with Account Features
    • Usage Status equals Not Selected
  • Accounts without Account Features
    • Usage Status not equal to Not Selected

This should give you just the accounts you're looking for.

You may not have realized that you can add multiple cross-filters on a single report.

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  • Hi @sfdcfox - that seems to have worked! Thank you :)
    – Nat
    Jul 13, 2021 at 4:26

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