Quick summary
A cross filter in Salesforce Reports lets you filter report results based on related objects, helping you find records with or without associated data — such as accounts without contacts or deals with activities.
Steps
- Navigate to Reports and select the report you want to edit.
- Click the Edit button in the top right corner of the report.
- Locate the Filter box on the left and select the Filters tab.
- Click the down arrow in the Filters pane to expand the filter options.
- Select Cross Filter from the expanded filter menu.
- Define the Filter Criteria by specifying the condition for the cross filter.
- Choose your filter type: Records with (e.g., Deals with Activities) to find records that have related data, or Records without (e.g., Accounts without Contacts) to identify records missing related records.
