NOTE: This page was updated on 1/16/2014. Steps 8 through 10 are not needed. Thanks to Ravi Kumar for pointing out the issue and Thomas Taylor for pointing out those steps are not needed.
On the Success Answer Site many ask how to create reports to show records that do not have a record in a related object. Salesforce.com came up with a great addition to reports called Cross Filters. Very quickly and easily you can say “Show me records WITHOUT data in this object. Works great.
But one question that comes up a lot is how do I show contacts that do not have an account associated with them. People normally go to create a new report and choose Contacts & Accounts as the report type. Then choose a Cross Filter. But this does not work. It will not show you only Contacts without Accounts.
What you can do is create a custom report type and then report off of this. These are the steps.
- Go to Setup–>Create–>Report Types
- Click New Custom Report Type
- Primary Object will be Contacts
- For Label and Description give these names/description that you will remember.
- Store in Category should be Accounts & Contacts.
- Choose Deployed
- Click Next
Click the link “Click to relate another object” Choose Accounts Choose ”
- Click Save
- Click the Reports tab
- Click new Report
- Click the plus by Accounts & Contacts, then click on the report type you just created (step 4 is where you named it)
- Click Create
- For Show click the drop down and choose All Contacts
- Remove any dates from your Date Fields
- On the left navigation find the Contact folder and right under that is Account Name: Account Name. Drag this field into the filters area.
- You will see three boxes. Keep the first two the same and leave the third box blank.
- Click Ok.
- It should now say – Account Name: Account Name equals “”
- Click Run Report.
- Presto. Contacts without Accounts
Hope that helps some. Leave comments below if you have any problems or know of a better way to do the above.