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            Example: Use WITHOUT in Cross Filters

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            Example: Use WITHOUT in Cross Filters

            Use cross filters to filter a report by an object's child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.

            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)

            Let's say that you've imported a list of California accounts and you want to find which ones are missing contacts before you assign owners:

            Find Accounts with Missing Contacts 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 without contacts, let’s add a cross filter: Accounts without Contacts.

            3. Click the more actions icon | Add Cross Filter.
            4. From the Show Me dropdown, select Accounts.
            5. From the Operator dropdown, select without.
            6. From the Secondary Object dropdown, select Contacts.
            7. Click Apply.
            8. Click Save.
            Find Accounts with Missing Contacts 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 without contacts, let’s add a cross filter: Accounts without Contacts.

            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 without.
            6. From the Secondary Object dropdown (right of the operator), choose Contacts.
            7. Click OK.
            8. Click Save.

            When you run the report, the results include only California accounts without an associated contact.

            See Also

             
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            Salesforce Help | Article