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CRT-211 · Question #170

Ursa Major Solar (UMS) wants to identify customers that need to install a new solar panel monitor system it recently released. UMS tracks the installed products as Asset records that art related to…

The correct answer is D. Use a Cross Filter with WITHOUT logic. A cross filter with WITHOUT logic is a method for creating a report that shows accounts that are missing certain related records. A cross filter is a filter that lets you include or exclude records in your report based on related objects and their fields. You can use cross…

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Question

Ursa Major Solar (UMS) wants to identify customers that need to install a new solar panel monitor system it recently released. UMS tracks the installed products as Asset records that art related to the Account. Sales management has asked the administrator to create a report for users. What is the recommended method for the administrator to meet the requirement?

Options

  • AUse PREVGROUPVAL() in Report Builder.
  • BUse Role Hierarchy filter to restrict related records.
  • CUse a Summary report with Bucket Columns.
  • DUse a Cross Filter with WITHOUT logic.

How the community answered

(24 responses)
  • A
    4% (1)
  • B
    8% (2)
  • C
    4% (1)
  • D
    83% (20)

Explanation

A cross filter with WITHOUT logic is a method for creating a report that shows accounts that are missing certain related records. A cross filter is a filter that lets you include or exclude records in your report based on related objects and their fields. You can use cross filters to create reports on accounts with or without opportunities, contacts, cases, or other related objects. In this case, you can use a cross filter with WITHOUT logic to show accounts without assets that have a certain product name or code. This way, you can identify customers that need to install a new solar panel

Topics

#Cross Filter#WITHOUT logic#Assets#report builder

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