How to Use Cross Filters in Salesforce Reports


Uploaded by salesforce on 24.05.2012

Transcript:
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. We'll see how you can create an exception
report to find accounts that don't have contacts listed, and we'll show you how to cross filter
for 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 a contact listed.
We know the Contacts object is a child object of Accounts. So let’s set up an Accounts
report. We’ll add a filter and select the Cross Filters option.
You can cross-filter on any object that's related to an object in your report. That
includes standard objects and any custom objects that your admin may have provided just for
your organization. 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 over on the right.
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 account that’s not customer-related.
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 activities planned in the next
30 days. 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.”
Each cross filter can have five subfilters. Now let's add another cross filter for Accounts
without Activities, and a subfilter for “Date” equals “Next 30 days.”
Each report can have up to three cross filters. When we run that report, we 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 report builder.
To find out more, look for "cross filters" in the online help.