Questions tagged [cross-filter]

Cross-filtering allows a report to filter an object by its children objects, such as only showing Accounts with Opportunities.

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Filtering users out in a journey via values housed in separate DE

GOAL: Create a API event journey that filters users out based off of values passed in the API call when compared against matching values in matching fields in a separate data extension. I have a ...
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65 views

Can I filter Opportunities report by Product fields?

I have to create a lightning report showing only Opportunities filtered by a custom field on the Product object. I tried to use a cross filter but it only allows me to filter by Opportunity Line Item ...
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How can I report all accounts that don't have any CampaignMembers for a specific campaign?

I have a request for reporting on all accounts that don't have at least 1 contact that is a Campaign Member on a specified campaign, but I'm struggling to build this report. It feels like cross ...
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233 views

Unable to find a field 'Product Code' for a sub-filter, under a Cross filter of Opportunities with product

I have this Report, of standard report type "Opportunities". I have added a cross filter "Opportunities with Products" But I'm unable to find the standard field "Product Code" to be used in Sub-...
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Unable to create reports based on activities in sfdc

I got a requirement like to create reports for activities.i have user able to view all accounts and Opportunities.But he can't able view all activities while creating reports.I don't where it will not ...
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137 views

Campaign Exclusion Report

I am having trouble creating a Campaign with Leads report and could use some help. I have Salesforce Enterprise edition. I have a population of 324 leads that are all campaign members of Campaign A....
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162 views

Report cross object filters: pulling only parents with multiple types of cross object children

Sorry if the wording is confusing, let me explain: Our Account object is (indirectly?) a parent of the Asset objects, so it is possible to run a cross object filter on Accounts with Assets, and to ...
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1answer
406 views

Cross Filter Disabled For Report with Master Detail Custom Report Type

We have a custom report that uses a custom report type but when we try to add a cross filter on the report the option is greyed out / disabled. The custom report type has a relationship from ...
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625 views

Filter on Accounts that currently have one product but not another

I need a report that will list out all of our Accounts currently under contract and use one product, but do not have another. I feel like there might be an easy way to do this and that I am possibly ...
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Cross filter trouble | unable to select a parent where there are no grandchildren of a certain type

I have a challenge: I want to be able to find the parent objects that do NOT have records of grandchildren of a certain type. To illustrate the challenge: I have the following objects in Salesforce: ...
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2k views

Contact Activity Report (or Contact report with Activity Cross-Filter)

Does anyone know of a way to gather Contacts without activities within a certain time frame (ie: 30 days) and not assigned to a specific user? I've tried a Contact report with the cross filter of "...
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10k views

How to cross-filter joined reports?

As of Summer '12, joined reports do not support cross filters and I'm wondering if there is a way to work around it. Example: I have a custom objects for Events, Events Attended, and Work History. ...