Example: Use WITH in Cross Filters

Let's say a recent campaign in California won you many new customers. You want to ensure that their customer cases get resolved quickly. You can create a report to see which of those accounts currently have cases.

Find Accounts with Cases in the Lightning Experience Report Builder

1. Edit or create a report based on the Accounts report type.
2. Create a filter where Billing State/Province equals CA and click OK.

   Now your report shows all accounts in California. To see Californian accounts with cases, let’s add a cross filter: Accounts with Cases.

3. Click | Add Cross Filter.
4. From the Show Me dropdown, select Accounts.
5. From the Operator dropdown, select with.
6. From the Secondary Object dropdown, select Cases.
7. Click Apply.
8. Click Save.

Find Accounts with Cases in the Salesforce Classic Report Builder

1. Edit or create a report based on the Accounts report type.
2. Create a field filter where Billing State/Province equals CA and click OK.

   Now your report shows all accounts in California. To see Californian accounts with cases, let’s add a cross filter: Accounts with Cases.

3. From the Filters pane, click Add | Cross Filter.
4. From the Primary Object dropdown (left of the operator), choose Accounts.
5. From the operator dropdown, choose with.
6. From the Secondary Object dropdown (right of the operator), choose Cases.
7. Click OK.
8. Click Save.

When you run the report, the results include only California accounts with associated cases.