Report "contains x but does not also contain y" - Answers - Salesforce Trailblazer Community
Trailblazer Community
Ask Search:
John PollardJohn Pollard 

Report "contains x but does not also contain y"

Is it possible to do this with a Report? I'm using the standard Accounts with Assets report type. We have certain accounts with an asset where Asset Name =  LegacyProduct, from old database migrations. I would like to find all accounts that have the asset named LegacyProduct, but which also do not have an asset with any other name. In other words, how to use a report to find accounts that have only the LegacyProduct asset... What is the filter logic needed to do that?
Best Answer chosen by John Pollard
Tony TrinhTony Trinh
Ohh, so you mean Accounts with ONLY LegacyProduct and no other Asset? If that's what you mean, add another cross filter like this:
User-added image

All Answers

Tony TrinhTony Trinh
Hi John,

You would need to create a Cross Filter on your report like this:
User-added image
John PollardJohn Pollard
Tony, thanks. I'm not making progress. I get the same results with the cross filter that I got with a standard filter of Asset Name = LegacyProduct. I don't see how I can use the cross filter to exclude accounts with assets not named LegacyProduct. What am I missing?
Tony TrinhTony Trinh
Ohh, so you mean Accounts with ONLY LegacyProduct and no other Asset? If that's what you mean, add another cross filter like this:
User-added image
This was selected as the best answer
John PollardJohn Pollard
Tony, perfect. I missed that option for "without" in the cross filter. You da man...