How to Add Cross Filters in Salesforce Report

Recently, I created a report on the account object in Salesforce. After creating the report, the manager asked me to display only those account records that do not have any related contacts. To achieve this requirement, we have a cross-filter in Salesforce Report.

Here, I will explain cross filters in Salesforce reports and their uses. Then, I will explain how to add cross filters in Salesforce report with an example and step-by-step explanation.

Table of Contents

Cross Filter in Salesforce Report

When we create a report in Salesforce, at that time, it fetches all the records of the object; sometimes, we don’t want unnecessary data, so we can apply a filter and create a report with the necessary data.

Let us understand cross-filter using an example. Using the cross filter, you can display only accounts that are associated or not associated with contacts. When you start creating a report, you need both objects’ data to identify whether an account is associated with a contact.

But when you use the cross-filter, you don’t need to have both objects. The cross-filter allows us to create reports that associate records with or without related object’s data. We can create a maximum of 3 cross filters per report and a Maximum of 5 sub-filters per cross filter.

Add Cross Filter in Salesforce Report

In the following steps, I will explain how to add a cross-filter to the Salesforce report.

Account Records Without Related Contacts

Follow the below steps to create an account report that does not contain any related contact records.

1. Go to “App Launcher” -> Search “Reports” -> Click on Reports.

How to Add Cross Filters in Salesforce Report

2. To create a new report, click on the “New Report” button.

3. Here, you can see when I have created a report of account details and all records coming up.

4. To apply Filter, Click on Filter option -> then click on dropdown arrow -> you will see Add Cross Filter -> Click on Add Cross Filter.

5. Now, we want only those account records that are associated with contacts.

We only need to fill in the following fields.

Step 1: We can select the “With” or “Without” value. Here, I want to associate records with contacts, so I have selected “With.”
Step 2: In the Secondary Object field, we need to choose the related object. Here, I have selected the “Contact” object.
Step 3: Click on the Apply button.

6. Here, you will see only those records that are associated with contacts.

In this way, we can create records to display the accounts without related contact records using the cross-filter in the Salesforce report.

Account Records With Related Contacts

To create a report to display the account records that have related contact records, follow the steps below.

1. Here, when you apply a cross filter, you only need to select the ” With option instead of the ” Without ” option.

Apply Cross Filter in Salesforce Reports

2. Now, you will see only those records that have related contact records.

In this way, we can create the records to display the accounts that have related contact records using the cross filter in the Salesforce report.

Conclusion

I hope you understand what a filter and a cross filter are and the difference between them. I have explained how to create a report to display account records with or without any related contacts by adding a cross filter in the Salesforce report, with real-time and step-by-step explanations.