Delete a Cross Filter

Cross filters are available in both Lightning Experience and Salesforce Classic. Cross filters that you delete in Lightning Experience are also deleted in Salesforce Classic, and vice versa.

The steps for deleting 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.

Delete a Cross Filter in the Lightning Experience Report Builder

1. Edit a report.
2. From the FILTERS tab, under Cross Filters, find the cross filter you want to delete. To delete the cross filter, and all its subfilters, click X.
3. To delete a subfilter on the cross filter, but not the cross filter, find the subfilter you want to delete. From the subfilter, click X.
4. To save the report, click Save.

Delete a Cross Filter in the Salesforce Classic Report Builder

1. Edit a report.
2. From the Filters pane, find the cross filter you want to delete. To delete the cross filter, and all its subfilters, click Remove.
3. To delete a subfilter on the cross filter, but not the cross filter, click Edit.
   1. Find the subfilter you want to delete, and click Remove.
   2. Click OK.
4. To save the report, click Save.

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

Note In Lightning Experience, although cross filters still filter the report, they do not 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.