Can i run a report that shows me accounts for which there are no contacts?

We've been doing a massive clean up of the contacts we have in SugarCRM.  As part of this exercise, where contacts have not engaged with us for x months based on data from our marketing automation system we've been deleting contact records.  I'd now like to get a list of the accounts we have in our SugarCRM system that don't have one or more contacts.  

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  • Hi Patrick Neary,

    Here we go:

    1. Create a rows and columns report for Accounts

    2. Define Filter as follows

    3. Chose your display columns

       

    4. Give the report a name and tick the box!

    5. And here is your list of accounts without contacts :-)

    The trick is that we have a criteria that can't match in case of we have a contact record attached so this report will never give a result but the report shows all account records where the relation we filter for does not exsists :-)

    Bests

    Björn Canales Pfisterer

    Technical Support Manager

    provalida GmbH

  • The screenshots from Björn are no longer available, but an update to this thread was requested, so I believe these are current approximations of what these screenshots had been.  - please correct me with any corrections Slight smile

    1. Create a rows and columns report for Accounts
    2. Define Filter as follows
    3. Chose your display columns
    4. Give the report a name and tick the box!
    5. And here is your list of accounts without contacts :-)

    The trick is that we have a criteria that can't match in case of we have a contact record attached so this report will never give a result but the report shows all account records where the relation we filter for does not exsists :-)


    Alex Nassi
    Digital CX Operations Director
    SugarCRM

Reply
  • The screenshots from Björn are no longer available, but an update to this thread was requested, so I believe these are current approximations of what these screenshots had been.  - please correct me with any corrections Slight smile

    1. Create a rows and columns report for Accounts
    2. Define Filter as follows
    3. Chose your display columns
    4. Give the report a name and tick the box!
    5. And here is your list of accounts without contacts :-)

    The trick is that we have a criteria that can't match in case of we have a contact record attached so this report will never give a result but the report shows all account records where the relation we filter for does not exsists :-)


    Alex Nassi
    Digital CX Operations Director
    SugarCRM

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