Are you familiar with Cross Filters in Salesforce reports? If not, read on to learn about this simple but very effective Salesforce reporting functionality.
Purpose of Cross Filters: Cross filters help include or exclude records in reports based on related objects and their fields. For example, you can filter accounts to show only those with escalated cases.
Availability: Cross filters are supported in both Salesforce Classic and Lightning Experience. They work across various editions, including Enterprise, Performance, Unlimited, and Developer.
How to Create Cross Filters:
In Lightning Experience, you go to the “Filters” tab in the report builder, and from the dropdown select ‘Add Cross Filter’, see below.
Choose the primary and related (secondary) objects, and specify the filter conditions. For example Contacts with Opportunities.
Next you can add a Filter to show all Opportunities at the ‘Prospecting’ Stage.
Click Apply.
Multiple Filters can be added.
In Salesforce Classic, you use the Filters pane, select the parent object and related (child) object, define their relationship (“with” or “without”), and apply any additional subfilters if needed.
- Examples:
- A filter showing “Accounts with Cases” where the case status is set to “Escalated.”
- Filters with multiple cross filters or subfilters can refine results further.
Considerations
Cross filters created in one interface (Classic or Lightning) work in the other. In Lightning Experience, cross filters don’t appear in the Filters panel on the report run page, but you can view and edit them in the report builder.
Get stuck in to using Cross Filters today and you’ll be smashing Salesforce reports in no time.
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