I’m trying to sort out if I can set up a Reports query to show me all Accounts who haven’t gotten a Call from us in some set period of time. I worry I’m losing prospects and want to run a report regularly to show me Accounts WITHOUT Calls in x days. Nothing is wrong in my system right now, the only problem is me - I don’t know how to work with the queries in a sophisticated way.
I can easily make a report to show me all the Accounts called in the last X days. How do I structure the query to get the INVERSE? I want to see those that did not have a Call: status Held assigned to in the last X days.
I was able to get a very long list of all calls made more than x days ago and that listed every possible Call, so I’ll roll that up to show only Accounts, and refine to pull out the Out of Business, etc.
I can’t seem to get this inverse query structure right. Thanks for suggestions.