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            Filter Across Objects with Cross Filters

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            Filter Across Objects with Cross Filters

            Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code. You can apply cross filters by themselves, or in combination with field filters.

            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 icon How 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.

            1. Create a Cross Filter
              Use cross filters to include or exclude records in your report results based on related objects and their fields.
            2. Edit a Cross Filter
              To change how a cross filter filters the primary or secondary object, edit it.
            3. Delete a Cross Filter
              When you no longer need a cross filter, or a subfilter in a cross filter, delete it.
            4. Example: Use WITH in Cross Filters
              Use cross filters to filter a report by an object's child objects using WITH conditions. For example, filter a report to show just accounts with cases.
            5. 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.
            6. Example: Multiple Cross Filters and a Subfilter
              Use cross filters to filter a report by an object's child objects using both WITH and WITHOUT conditions. For example, filter a report to show accounts that have cases but don’t have activities.
            7. Cross Filter Considerations and Limits
              As you create and work with cross filters, take note of these considerations and limits.
             
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