How to Create a Salesforce Report Using Cross Filter

The cross filter in Salesforce allows us to create a report that associates records with or without related object’s records.

In this tutorial, we are going to learn about create a salesforce report using cross filter, we will also see the use of cross-filter reports and How to create a salesforce report using cross filter Salesforce Lightning and Salesforce Classic.

Cross Filter Report in Salesforce

What is the filter in Salesforce?

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

What is cross the filter report in Salesforce?

Let’s see an example: you need to display only those accounts that are not associated with contacts. When you start creating a report, you need both object’s data to identify is this account associated with the contact or not.

But when you use a filter report, 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.

Limitations

  • We can create a maximum of 3 cross filters per report.
  • Maximum 5 sub-filter per cross filter.

How to use cross-filters in Reports in Salesforce Lightning

Using the following steps, we can create a cross-filter in reports.

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

Create Cross filter on Report

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

Create New Cross Filter Report

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

Cross Filter in Salesforce

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

Use Cross Filter Report

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

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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.
Apply Cross Filter in Salesforce

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

Cross Filter Report in Salesforce

This is how we can set a cross-filter report in Salesforce Lightning.

How to use cross-filters in Reports in Salesforce Classic

In this, we will see different examples of setting cross-filter reports.

1.  Go to All Tabs -> You will see the “Reports” tab -> Click on the Reports tab.

Cross filter on Report in Salesforce Classic

2. Then click on the “New Reports” button to create a new report.

Create New Cross Filter Report in Salesforce Classic

3. Select the Object, here I have selected “Account” Object -> Click on the Create button.

Select Object to Create Report in Salesforce Classic

4. To add the cross filter, click on the Filter option -> Then click on the Add button -> And select the Cross Filter option.

Create Cross filter on Report in Salesforce

5. Now we need to apply cross-filter, in my example, I want to display only those records which not associated with the contact object.

  • Step 1: We need to select the “Without” value because we don’t want an account associated with contact.
  • Step 2: In this field, we need to choose the related object, here I have selected the “Contact” object.
  • Step 3: Click on the OK button.
Apply Cross Filter in Salesforce in Classic

6. Here you can see the report gets filtered by only those accounts displaying which are not associated with contact.

Cross Filter Report in Salesforce Classic

This is how we can use cross-filter reports in Salesforce Classic.

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Conclusion

I hope you got an idea about what is a filter, what is a cross filter, and the difference between them. We have also seen limitations of cross-filter and how to use cross-filter reports in Salesforce Lightning as well as Salesforce Classic.

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