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Reporting to find when a related record hasn't been created
I’ve created a new custom object that relates to the Opportunity object called "Plans". I am trying to run a report to show me all of the Opportunities that don't have a Plan created. I have been able to create a report that shows Opportunities with Plans, but I haven't been able to figure out the logic for the opposite scenario. I tried to filter the Opportunities where the Plan Name equals blank or null, but that doesn't return any results. I suppose that will only work when a plan has actually been created and the name field is blank. What is the logic that I would need to use to make this report return the correct results?
Thanks.
Did you create a custom report type for "Opportunities With or Without Plans?" If you have that then your check on a null plan field will probably work.