The Salesforce Report Builder comes with a variety of features including Cross Filters. This video series covers the best uses for Cross Filters as well as some of the pitfalls or assumed outcomes people commonly make when trying to use Cross Filters.
If you have not reviewed our video on Understanding Report Types, we recommend reviewing that first. Having a good understanding of 'with' versus 'with or without' Report Types is critical when trying to implement Cross Filters and Field Filters.
Report Type examples:
WITH WITH or WITHOUT
Using a Cross Filter
Using a 'without' Cross Filter to isolate record that have NO related records.
For example: I need to see all Sales where a Project was never created.
Using a Field Filter
Use a Field Filter to isolate records in which the Data Value matches your desired Filter.
For example: I'd like to see all Sales where the Sales Rep 1 was "Sammy Sales." Note: You can only apply Field Filters to Objects that have a 'with' relationship within the Report Type being used to build the Report.
Cannot Filter using a 'with or without' Object in the Report Type
In this example, we are trying to Filter on an Object in the Report Type that has a 'with or without' relationship to the other Objects. Instead, follow the best-practice and only Filter on Objects which have a 'with' relationship in the Report Type. For example: We may need to create a new Report Type in our system that has a 'with' relationship between Objects in the Report Type.
Note: Only the System Administrator User can create new Report Types within the system.