Question

A sales operations analyst needs to build a report showing Accounts along with their related custom object 'Site Visits.' They also want to include Accounts that have NO Site Visit records so gaps in coverage are visible. When they look at the available report types, none of the standard ones let them include Accounts without Site Visits. What should the administrator do to enable this report?

Accepted Answer

Create a custom report type with Accounts as the primary object and Site Visits related with 'A' records may or may not have related 'B' records.

Answer

Create a custom report type with Site Visits as the primary object and Accounts related with 'each A record must have at least one related B record.'

Answer

Use the standard Accounts report type and add a cross filter for 'Accounts without Site Visits.'

Answer

Create a custom report type with Accounts as the primary object and Site Visits related with 'each A record must have at least one related B record.'