Cross filters on related objects
Key Takeaway
A cross filter keeps parent records based on their related child records. WITH keeps records that have at least one related record, and WITHOUT keeps records that have none. You can stack cross filters, with subfilters, to require one kind of related record and the absence of another.
A cross filter narrows a report by whether each record has, or does not have, related child records. For example, a report can show accounts with cases or contacts without activities. With cross filters, an app builder can include or exclude records based on related objects and their fields, without writing formulas or code.
How WITH and WITHOUT work
A cross filter connects the report's primary object to a related child object, called the secondary object. You set a WITH or WITHOUT condition between the two objects.
| Condition | Example cross filter | Records the report keeps |
|---|---|---|
| WITH | Accounts with Cases | Only accounts that have at least one case |
| WITHOUT | Accounts without Contacts | Only accounts that have no contacts |