Salesforce Reports: Create Report for Accounts Without Activities : Bijay Kumar

September 10, 2025 September 10, 2025

Salesforce Reports: Create Report for Accounts Without Activities
by: Bijay Kumar
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### Summary of Content The article discusses how to create a Salesforce report for accounts that have no activities, such as sales calls or meetings. These inactive accounts need attention from the sales team to ensure that no business opportunities are missed. By generating a specific report, the Sales Manager can easily identify these accounts. ### Key Steps to Create the Report: 1. **Access the Report Tab**: - Navigate to the Report tab or search for Reports using the App Launcher. - Click on the "New Report" button. 2. **Select Account Object**: - Choose the 'Account' object from the categories on the left sidebar and click on "Start Report." 3. **Adjust Default Filters**: - Click on the “Filter” option to remove the default filter and set your desired date range for the account records. 4. **Add or Rearrange Columns**: - Use the “Outline” section to add new columns to the report, and drag or use dropdown options to rearrange columns. 5. **Apply Cross Filter**: - In the filter option, select “Add Cross Filter,” and choose “Without” for accounts related to activities. This will help isolate accounts with no activities. 6. **View Inactive Accounts**: - After applying the cross filter, the report will display a list of accounts without related activities, making it easy for the sales team to follow up. ### Conclusion Creating this report is beneficial for sales teams as it helps to identify inactive accounts quickly, enabling follow-up actions and preventing missed opportunities. ### Additional Context Salesforce is a widely used customer relationship management (CRM) platform that helps businesses manage customer relationships and sales processes. Reports are a crucial tool within Salesforce for analyzing data and making informed business decisions. ### Hashtags for SEO #SalesforceReports #CRM #SalesManagement #InactiveAccounts #BusinessOpportunities #SalesProcess #DataAnalysis #SalesForceTips

When we create an Account from a Lead, it is saved in Salesforce. But after that, some Accounts don’t get any sales calls, meetings, or follow-up activities.

These Accounts remain inactive because no activities are added. The Sales Manager wants to review these accounts so the team can plan proper follow-up and not miss any business opportunities.

To solve this, we can create a Salesforce Report for Accounts with No Activities to quickly find all inactive Accounts. In this article, I will explain how to create a report, apply filters, and add or remove columns in Salesforce.

Report for Accounts Without Activities

In Salesforce, a report for Accounts with no activities helps us identify Accounts where no calls, meetings, or tasks have been completed within a given time frame. With this report, we can easily see which Accounts are inactive and take follow-up actions.

To do this, we need to use a cross filter in the report, which helps us separate the inactive Accounts from the full Accounts list.

Create Report for Accounts Without Activities

Now, let’s create a report in Salesforce that displays only those Account records that don’t have any related activities, such as calls, meetings, or tasks.

If you have already added a Report tab while creating an App, then you click on the Report tab.

Click on App Launcher -> Search “Reports” -> Click on Reports. Then click the New Report button to create a report.

Then, you can see the left sidebar, and under the Category, click on the ‘All‘ option. Then, select or search for the Object that you want to create a report for, or search for that object.

Here, I have selected the Account object. Then click on the Start Report button.

Currently, no records are displayed due to the default filters. To see the records, you need to remove these default filters.

To remove the default filters, click on the Filter option. Then you will see Show Me. Click on it, then click on the created date and select the date range.

There is also the All Time option. After removing the default filter, you will see all records.

To add the new columns to the Salesforce report, follow the steps below.
- Click on “Outline” -> Go to the “Columns” section -> Search for the field you want to add to the report. You will see that the field you selected has been added as the last column in the report.

Click on “Outline” -> In the Columns section -> Hold and drag the column you want to rearrange -> Drop the column to the desired position.

Click the dropdown arrow on the column you want to rearrange. Then click on the “Move Left” or “Move Right” option as required.

To apply a Filter, click on the Filter option, then click on the drop-down arrow. You will see “Add Cross Filter“; click on it.

Now, we want only those account records that don’t have activity. We only need to fill in the following fields.

We can select the “With” or “Without” value. Here, I want to associate records with contacts, so I have chosen “Without.”
In the Secondary Object field, select the related object. Here, I have chosen the “Activities” object.
Click on the Apply button.

Create Report for Accounts Without Activities in Salesforce

After adding the cross filter to show only those Accounts without activities, we can see the list of inactive Account records in the report.

How to Create Salesforce Report for Accounts Without Activities

In this way, we can create records to display the accounts without related activity records using the cross-filter in the Salesforce report.

Conclusion

I hope you have an idea about how to create a report in Salesforce to identify accounts with no activities and how it helps in tracking inactive Accounts.

Creating a report for Accounts with no activities in Salesforce is very useful for sales teams. It helps to quickly identify inactive accounts, take follow-up actions, and ensure that no potential customer is overlooked. Using cross filters makes the process simple and effective.

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Salesforce Reports: Create Report for Accounts Without Activities : Bijay Kumar

Report for Accounts Without Activities

Create Report for Accounts Without Activities

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