Edit a Cross Filter

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. You can edit cross filters in either builder.

The steps for editing 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.

Edit 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 edit.
3. To edit the primary or secondary object, click the cross filter.
   1. From the Show Me dropdown, change the primary object.
   2. From the Operator dropdown, choose whether to show your primary object with or without a secondary object. Then, choose the secondary object.
   3. From the Secondary Object dropdown, change the secondary object.
   4. Click Apply.
4. To edit a subfilter on the secondary object, click the sub filter.
   1. From the Edit Filter menu, change operator and values.
   2. To change the field of the subfilter, remove the subfilter by clicking X. Then, add another subfilter based on the desired field.
   3. Click Apply.
5. To save the report, click Save.

Edit a Cross Filter in the Salesforce Classic Report Builder

1. Edit a report.
2. From the Filters pane, click find the cross filter you want to edit. Click Edit.
   1. Change primary object, operator, or secondary object.
   2. Edit subfilters by changing field, operator, and value.
   3. To delete a subfilter, click Remove.
   4. To add another subfilter, click Add Secondary Object Filter, where Secondary Object is the name of the secondary object.
3. 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.