You can use reports with cross filters to look deep into your data without doing any
coding.
Cross filters let you include or exclude records in your report
results, based on related objects and their fields
In this demo, we'll show you some ways to narrow down a search to find just the records
you need.
Together we’ll create an exception report to find accounts that don’t have contacts
listed. We’ll also create a report that lists opportunities that need follow up.
Let’s say you are in charge of cleaning up your company's data, and you want to find
all accounts that don't have any contacts listed.
We know that the contacts object is a child object of Accounts. So let’s set up an Accounts
report... The report builder opens up with several columns
already in the preview pane by default. You can remove the ones you don’t need by
clicking on the X next to the field in the Outline pane,
or by clicking the drop down arrow next to the column header,
or by dragging the column back into the Outline pane.
You can even choose to remove all columns and start from scratch.
All we need is the account name, so we'll use quick find to locate it and then drag
it onto the preview pane.
Now let’s set up our filters. We can see from the filter icon that there are already
2 filters on this report. Let’s click the Filters pane for the details.
We’ll edit the filters to show all accounts, created anytime.
And now we’ll add a cross filter by clicking the drop down arrow and choosing Cross filter
Pick a filter condition that expresses what we want to find out. In this case we’ll
use the without condition.
You can see all the child objects of the account object here in this column.
Select “Contacts.” With a few clicks, we’ve just created an
exception report to zero in on customer accounts that don't have contacts associated with them.
You can use field filters to further narrow down your results. For example, to help you
get to the most important stuff first, try filtering out any competitor accounts.
Now we’ve got a list of non competitor accounts without contacts. We’ll save it to a public
folder...
so that we can share with the sales team. Nice work!
But there’s even more we can do with cross filters!
Did you know you can filter using both “with” and “without” conditions?
Say you’re the sales manager and you want to see how your team is doing on closing their
opportunities. You want to find all accounts with opportunities
that are closing in the next 30 days…
that don't have any activities planned in the next 30 days.
We’ll start with accounts again. In the Filters pane we’ll add a cross filter,
accounts with
opportunities. This time we’ll also add a subfilter by
clicking “Add opportunities filter” and selecting “Close date” equals “Next
30 days.” By choosing a relative date the report will
display opportunities closed within 30 days of whatever date the report is run! Its like
it’ll never get stale!
Each cross filter can have five subfilters.
Next let's add another cross filter for accounts
without
activities, and a subfilter for a relative date where
“Date” equals “Next 30 days.” Each report can have up to three cross filters.
When we run that report, we now have a list of accounts that need a follow-up from our
sales team.
That's a quick look at how you can use cross filters to look deep into your data, without
doing any coding. It's quick and easy, and you can do it right in the Lightning report
builder.
To learn more, check out these resources Or join us on the trail at trailblazer dot
salesforce dot com.