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Building Reports with Cross Filters

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Summary
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Previous: Creating Custom Report Types

Use cross filters to include or exclude records in your report results based on related objects and their fields.

  1. In the Filters pane of report builder, click Add | Cross Filter.
  2. Select a parent object from the drop-down list. Your choice determines which related objects you see in the child object list.
  3. Choose with or without.
  4. Select a child object from the drop-down or search by its name. The drop-down list contains all eligible child objects of your selected parent object.
    • Optionally add subfilters:
    • Click Add Your Related Child Object Filter.
  5. Select a field. The fields are determined by the child object in the cross filter. For example, if your cross filter is Accounts with Cases, you can use case fields for your subfilter.
  6. Choose a filter operator.
  7. Enter a value.
  8. Click OK.

Next: Categorizing Report Data with Bucketing

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