Cross filters on reports
Key Takeaway
A cross filter narrows a report by related records: WITH keeps records that have them, and WITHOUT keeps records that don't.
A cross filter narrows a report based on whether its records have, or don't have, related records in another object. For example, an accounts report can show only accounts with cases, or only accounts without contacts. You get these results without writing formulas or code.
The three parts of a cross filter
A cross filter has three parts: a primary object, a WITH or WITHOUT operator, and a secondary object that is a child of the primary object.
| Cross filter | Primary object | Operator | Secondary object | Keeps only |
|---|---|---|---|---|
| Accounts with Cases | Accounts | WITH | Cases | Accounts that have associated cases |
| Contacts without Activities | Contacts | WITHOUT | Activities | Contacts that have no activities |