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Example: Multiple Cross Filters and a Subfilter

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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.

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)

Say you’re a salesperson who wants to see which customer accounts have unresolved escalations because you want to ensure that your support team takes care of them.

Find Accounts with Escalated Cases and without Activities in the Lightning Experience Report Builder
  1. Edit or create a report based on the Accounts report type.
  2. Click the more actions icon | Add Cross Filter.
  3. From the Show Me dropdown, select Accounts.
  4. From the Operator dropdown, select with.
  5. From the Secondary Object dropdown, select Cases.
  6. Click Apply.

    The report now shows Accounts that have Cases.

  7. Refine the cross filter so that the report shows Accounts that have Escalated Cases:
    1. Click Add Cases Filter.
    2. Select Status.
    3. Select Escalated.
    4. Click Apply.

    Now, add another cross filter so that the report shows only Accounts without Activities.

  8. Click the more actions icon | Add Cross Filter.
  9. From the Show Me dropdown, select Accounts.
  10. From the Operator dropdown, select without.
  11. From the Secondary Object dropdown, select Activities.
  12. Click Apply.
  13. Click Save.
Find Accounts with Escalated Cases and without Activities in the Salesforce Classic Report Builder
  1. Edit or create a report based on the Accounts report type.
  2. From the Filters pane, click Add | Cross Filter.
  3. From the Primary Object dropdown (left of the operator), choose Accounts.
  4. From the operator dropdown, choose with.
  5. From the Secondary Object dropdown (right of the operator), choose Cases.
  6. Refine the cross filter so that the report shows Accounts that have Escalated Cases:
    1. Click Add Cases Filter.
    2. From the Case Field dropdown, select Status.
    3. From the Operator dropdown, select equals.
    4. From the picklist lookup, enter or select Escalated.
  7. Click OK.

    Now, add another cross filter so that the report shows only Accounts without Activities.

  8. From the Filters pane, click Add | Cross Filter.
  9. From the Primary Object dropdown (left of the operator), choose Accounts.
  10. From the operator dropdown, choose with.
  11. From the Secondary Object dropdown (right of the operator), choose Cases.
  12. Click Save.

When you run the report, it includes only customer accounts with escalated cases and without activities.

See Also

 
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