Salesforce Lightning Reporting and Dashboards

Hands-on exercise for using the Cross Filter

Without any further explanations, let's walk through how to create a Cross Filter in a report.

Let' consider a use case: Show all accounts with Type as Customer and have Opportunities:

1. Navigate to the Reports tab and click on the New Report button.
2. Select the Accounts Report Type and click on the plus sign under the Accounts & Contacts category.
3. Click on the Create button to continue.
4. Change Show to All accounts.
5. Change the Date Field Range to All Time.
6. Click on the Add button and select Type contains Customer - Direct, Customer - Channel.
7. Click on the OK button to confirm the filter.
8. In Filters, click on the arrow after navigating to the Add button | Cross Filter.
9. Select Accounts with Opportunities ...