How to Add a Cross Filter in Salesforce Report
Cross filters are a useful feature in Salesforce reports that allow you to identify records based on their relationship with other records. Here's how to add a cross-filter to your Salesforce report:
- Navigate to Reports and select the report you want to edit.
- Click on the Edit button on the top right.
- The Filter box will be visible on the left. Select the Filters tab in that box.
- Click on the down arrow in the Filters pane to expand it.
- Select Cross Filter.
- Define the Filter Criteria: Here, you'll specify the condition for the cross filter. You can choose to see reports for:some text
- Records with: Select this option to find records that have related records. For instance, you can find Deals with Activities.
- Records without: This option helps you identify records lacking related records. An example would be Accounts without Contacts.
- After selecting the filter condition, choose the Related Object you want to filter by. In the previous examples, the related object would be Contacts.