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Create a Cross Filter

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Create a Cross Filter

Use cross filters to include or exclude records in your report results based on related objects and their fields.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To add edit, or delete a cross filter in private reports:
Enhanced Folder Sharing
Create and Customize Reports
To add edit, or delete a cross filter in private and public reports:
Enhanced Folder Sharing

Report Builder OR Report Builder (Lightning Experience)

Video icon Watch a video: Watch video demo iconHow to Use Cross Filters (Lightning Experience)

To see which accounts have escalated cases, create an accounts report and add a cross filter. Set the cross filter to show accounts with cases. Then, filter cases for status equals escalated.

Cross filters are available in both Lightning Experience and Salesforce Classic. Cross filters that you create in Lightning Experience work in Salesforce Classic, and vice versa.

The steps for creating a cross filter are a little different depending on whether you’re using Lightning Experience or Salesforce Classic. Follow the instructions based on whether you’re using the Lightning Experience or the Salesforce Classic report builder.

  1. In Lightning Experience, edit or create a report.
  2. From the FILTERS tab, click the more actions icon | Add Cross Filter.
  3. Choose whether to show your primary object with or without a secondary object. Then, choose the secondary object.
  4. Click Apply.
  5. Optionally, to add a filter to the secondary object, click Add Secondary Object Filter, where Secondary Object is the name of the secondary object.
    1. Choose a field from the secondary object.
    2. Specify an operator and values for the secondary object filter.
    3. Click Apply.
  6. Click Save.

The report filters based on the primary-secondary object relationship and any additional filters on the secondary object.

Note
Note In Lightning Experience, although cross filters still filter the report, they don’t appear in the Filters panel on the report run page. If you have permission to edit a report, you can view cross filters in the report builder.

See Also

Create a Cross Filter in the Salesforce Classic Report Builder

  1. Edit or create a report.
  2. From the Filters pane, click Add | Cross Filter.
  3. Select a parent object from the dropdown list. Your choice determines which related objects you see in the child object list.
    Tip
    Tip In report types based on Campaigns, the parent object can be the secondary object in the report type. For example, in a "Campaigns with Leads" report, the parent object can be Campaigns or Leads.
  4. Choose with or without.
  5. Select a child object from the dropdown or search by its name. The dropdown list contains all eligible child objects of your selected parent object.
  6. Optionally, to add filters on the secondary object, add subfilters:
    1. Click Add Secondary Object Filter, where Secondary Object is the name of the secondary object.
    2. Select a field. The fields are determined by the child object in the cross filter. For example, if your cross filter is Accounts with Cases, you can use case fields for your subfilter.
    3. Choose a filter operator.
    4. Enter a value.
  7. Click OK.
  8. Click Save.
 
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