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.
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.