1. Create a Cross FilterUse cross filters to include or exclude records in your report results based on related objects and their fields.
2. Edit a Cross FilterTo change how a cross filter filters the primary or secondary object, edit it.
3. Delete a Cross FilterWhen you no longer need a cross filter, or a subfilter in a cross filter, delete it.
4. Example: Use WITH in Cross FiltersUse cross filters to filter a report by an object's child objects using WITH conditions. For example, filter a report to show just accounts with cases.
5. Example: Use WITHOUT in Cross FiltersUse cross filters to filter a report by an object's child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.
6. Example: Multiple Cross Filters and a SubfilterUse cross filters to filter a report by an object's child objects using both WITH and WITHOUT conditions. For example, filter a report to show accounts that have cases but don’t have activities.
7. Cross Filter Considerations and Limits As you create and work with cross filters, take note of these considerations and limits.