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Cross Filter Considerations and Limits

Cross Filter Considerations and Limits

As you create and work with cross filters, take note of these considerations and limits.

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)

Considerations

  • Adding cross filters can potentially slow down your report. To avoid having the report or preview time out, limit the data returned by setting filters. For example, select My opportunities for Show and Current FQ for Range instead of viewing all opportunities for all time.
  • Since the objects available in cross filters depend on the parent object of the report type you choose, consider the related child objects before selecting a report type. For example, choose the Accounts report type to filter on Accounts with Partners because Partner is a child object of Account.
  • Cross filters work in conjunction with your report type selection. Cross filters have an AND relationship with the report type you select. Choosing a report type of Accounts with Partners and adding a cross filter for Accounts without Partners will yield no results.
  • In Lightning Experience, although cross filters appear on the run page, you cannot change their values on the run page. If you have permission to edit a report, you can change cross filter values in the report builder.
  • When you filter on a Salesforce object ID, the ID must be 15 or 18 characters in length and the ID is not case-sensitive.

Limits

  • Each report can have up to 3 cross filters.
  • Each cross filter can have up to 5 subfilters.
  • Filter logic doesn’t apply to cross filters.
 
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