Salesforce - How to Add a Cross Filter in Salesforce Report
- George Apostolov
Salesforce - How to Add a Cross Filter in Salesforce Report: step-by-step guide
Navigate to Reports and select the report you want to edit.
Click on the Edit button on the top right.
The Filter box will be visible on the left. Select the Filters tab in that box.
Click on the down arrow in the Filters pane to expand it.
Select Cross Filter.
Define the Filter Criteria: Here, you'll specify the condition for the cross filter.
You can choose to see reports for: Records with: Select this option to find records that have related records. For instance, you can find Deals with Activities. Records without: This option helps you identify records lacking related records. An example would be Accounts without Contacts.
Quick answer: To add a cross filter in Salesforce Report, navigate to Reports, select and edit your report, open the Filters tab, and select Cross Filter from the dropdown. Then, define your filter criteria by choosing to view records with or without related records based on your specific requirements.
About this Salesforce tutorial
Enhance your Salesforce reports by adding cross filters to display records with or without related data. Follow these steps to refine criteria. This guide covers salesforce - How to Add a Cross Filter in Salesforce Report in 7 steps, starting with "Navigate to Reports and select the report you want to edit" and finishing with "You can choose to see reports for: Records with: Select this option to find records tha...". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Add a Cross Filter in Salesforce Report take?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to Add a Dashboard to Homepage in Salesforce, Salesforce - how to add a formula field in salesforce report and Salesforce - how to add a global action in Salesforce. Last reviewed 05 Oct 2026.
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