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
