How To Add A Cross Filter In Salesforce Report

How To Add A Cross Filter In Salesforce Report

1. Open Salesforce: Log in to your Salesforce account.
2. Navigate to Reports: Click on the "Reports" tab in the main menu.
3. Select a Report: Choose the report you want to modify or create a new one.
4. Click on Filters: Find and click the "Filters" pane on the report builder.
5. Add Cross Filter: Click on "Add Cross Filter" option.
6. Choose Related Object: Select the related object you want to filter by.
7. Set Filter Criteria: Define the criteria for the cross filter.
8. Apply Filter: Click "Apply" to add the cross filter to your report.
9. Run Report: Click "Run" to see the results with the cross filter applied.
10. Save Report: Don’t forget to save your changes to the report.