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Reporting on companies we haven't done business with recently
I want to build a report that shows all the organisations who have done business with us, but not within the last 2 months. I've tried doing this with opportunities and can identify the ones that closed more than 2 months ago but these customers m ...
Reporting on Organisations that do NOT have a particular product in their Contract(s)
Using the Group Concatenate functionality is one of the most useful techniques to learn when reporting in Workbooks as it enables you to identify records that do not include certain pieces of information rather than ones that do. T ...
Reporting on the Organisations related to Opportunities
We were recently asked whether or not it's possible to build a report that shows Organisations that have been related to Opportunities, which not only shows the Organisation's name but also their relationship to the Opportunity. The a ...
Sales Leads that are not members of a marketing campaign
How can I compile a report that shows all the sales leads that are NOT members of a particular marketing campaign? At first the simple answer to At first the simple answer to this question might appear to be to create a report based on Sales ...