Most complex filtering requirements for a Salesforce report can be solved with a cross filter. This feature allows you to specify filter criteria for a set of records based on their child records. When combined with advanced report type configurations, you can quickly generate spectacular intersections of data for analysis. We’ll start with some basic scenarios to get our feet wet and quickly work our way into more complex use-cases that are shockingly simple to solve with cross filters. No longer will you have to export various reports and filter the results of one of them using data from the other – it can all be done directly in Salesforce with just a few clicks! Strap on your helmets and get ready to shift your reporting skills into the next gear with cross filters.
