Hi, I am trying to create a report which of all resellers that HAVE NOT created a deal this year for a certain product ID. I would really need a NOT statement besides AND and OR. Or if any of you have another workaround to this, i am keen to hear it.
Are resellers created as contact records? If so, you can create a contact list of all contacts which are resellers and then exclude this list from your report via list membership: "Contact is not a member of [reseller list]".
This is assuming that you created a report with two data sources, contacts and deals. (And yes, agree, a native statement would be great.)
Best regards!
PS. No need to submit a post multiple times 🙂
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
In addition to the workaround from @karstenkoehler, I'd suggest adding this to the ideas forum here. Or you can upvote + comment on one of these ideas that have been submitted:
Are resellers created as contact records? If so, you can create a contact list of all contacts which are resellers and then exclude this list from your report via list membership: "Contact is not a member of [reseller list]".
This is assuming that you created a report with two data sources, contacts and deals. (And yes, agree, a native statement would be great.)
Best regards!
PS. No need to submit a post multiple times 🙂
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer