Hey,
How to create a report that will display deals without next steps?
Hi @jrtbv,
Happy to help here. You can use the same approach as explained here to create a filtered view: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Raport-on-missing-deals-information/m-p/802083#M1264
Instead of filtering for your required fields (as described in the other thread), simply filter for Next activity date is unknown and make sure that you’re excluding closed deals from the view:
This will now list all of the deals without a next step.
Best regards!