I need to create a report which lists only those owner teams which have "NAV" in the team name and do not have a security role assigned. I created the report using the criteria listed below. When I run the report, I get a listing of all the teams, not just the ones with assigned roles.
The 'Not In' Feature is not enabled at the moment.
If you do query then you query Team -> Related Entities to Security Role, you wont be able to use the first criteria because there is no Security Role in the Security Role Entity with no Security Role. So every Security Role entity has the security role right.
That is the concept, you are finding a Team with name = Nave, then you go through to the related entity, that is Security Role, but here you are not querying finding Team without Security Role, instead you are querying from Team then to Security Role and you find Security Role with No Security Role, so there is no :)
You can query Team = Nav and Security Role = CEO, CTO, CFO or whatever, but you cannot query Team with No Security Role.
Because this query is you go first to the main team as main entity then you go to security role, then you query Security Role doesn't contain data, and this is in the Security Role entity, not the Team entity anymore.
This feature is actually one of the most wanted feature right now.
Here is workaround is not using the Report Wizard criteria, instead using fetchxml
So Stephen, do not be confused for this.
And if you see in the Users entity, there is a view that you cannot modify or even you cannot view the criteria that is 'Users with no assigned security roles'...If you notice this, actually if you can sneak peek the criteria it can be applied to Team, but you cannot, because I believe CRM needs a special query for this view.
Hope this helps.
It was very kind of you to take the time to answer this question. I have been using excel as a work around.
All the best
Excel you can use it but you need to make a dynamic sheet to get the relationship at once or do Power Query...
Okay, seems you already found your around.