Filter Across Objects with Cross Filters

Include or exclude records in your report results based on related objects and their fields. This feature is new in Lightning Experience.

To see which accounts have escalated cases, add a cross filter. Set the cross filter to show accounts with cases that have status equals escalated.

Adding a cross filter
Add a cross filter while editing a report.
  1. From FILTERS, click Add Column | Add Cross Filter.
  2. Choose whether to show your primary object with or without a secondary object. Then, choose the secondary object.
  3. Click Apply.
  4. Optionally, to add a filter to the secondary object, click Add Secondary Object Filter, where Secondary Object is the name of the secondary object.
    1. Choose a field from the secondary object.
    2. Specify an operator and values for the secondary object filter.
    3. Click Apply.

The report filters to show only primary objects with (or without) secondary objects and any additional filters on the secondary object.

As you add cross filters to your reports, take note of these limits and considerations:
  • Each report can have up to 3 cross filters.
  • Each cross filter can have up to 5 subfilters.
  • Filter logic doesn’t apply to cross filters.
Note

Note

Although cross filters still filter the report, they do not appear in the Filters panel on the report run page. If you have permission to edit a report, you can view cross filters in the report builder.