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July 26, 2021

Enhance Your Salesforce Reporting with Cross-Filters

There are several ways to filter and visualize data within Salesforce. The most common tool used is Reporting. Understanding how to use the features of reporting can provide greater insight and understanding of your data.

Let’s start with Report Types. choose report type.pngWhen running a report, keep in mind that your report type is filtering your entire database down to the relevant data tables you are needing the query. For example, you can run a report type of Accounts (which would query the entire Account data table) or you could run a report type of Accounts with Transactions (which would query the entire Account and Transaction data tables and return only those Accounts that have Transactions associated with them).

This is important to understand because the report type will dictate which fields you have available to you for the layout of the report. However, what happens when you need to run a report of Accounts and two of its related objects? Say, Accounts with Opportunities AND Transactions? Enter, cross filter reporting. Cross filtering in Salesforce allows you to further refine your dataset beyond the report type.

new accounts with transactions.pngAfter your report type is selected, always add your initial filters. These will vary, depending on the objects being queried. There will always be some filter for record ownership, and some filter relating to a date field. You can further add filters using any of the fields available to you on the objects you chose in the report type. Now that these are set, choose the down arrow by the filter search, and choose ‘Add Cross Filter’.

You now can run a cross-filter on any other related object to an Account. In this example, our initial query was for all FB21:FS Transactions. I can then cross filter my way into refining this list for anyone who also has an open renewal Opportunity.

cross filters.pngOf note, your cross filter does not make Opportunity fields available for the report layout. Each line item, and the fields available to display, will be based on the original report type. In this case, each line item is an FB21:FS Transaction and we have Account and Transaction fields available to display. A cross filter simply further refines your search based on additional criteria.

Now that you know how to apply cross filters to any report in Salesforce, here are some examples to get you started using cross filters today!

Accounts with Open Opportunities that have made a specific purchase

Remembering to close Opportunities can be a tricky problem for any Sales Manager or Sales Team. Before you know it, you’ve let a few sales lists come and go, and your Salesforce database is cluttered with a bunch of overdue Opportunities. Utilizing cross filters, we can draft a report to show Accounts with specific Transactions, that also still have open Opportunities for the current season. 

Ticket Buyers without Donations (or vice versa)

Are we letting donation dollars walk out of our stadiums or arenas? Often fans show their support through attendance and maybe don’t know (or don’t think about) making a donation. Use a cross filter to identify frequent ticket buyers that have limited or no history with your development office. 

Accounts with Opportunities that have been engaging with Marketing Automation

Prioritizing sales lists can be tricky. There are many factors that can go into the question, “who do I call first?” Utilizing our FanOne connection to marketing automation, as well as cross filters in Salesforce, you can create a report to help make that decision. Has your marketing team recently sent an email, tracking clicks to come into Salesforce? Try using a cross filter to identify Accounts with open Opportunities, AND having marketing automation engagement. 

authorPost by Andrew Campbell, Analyst - CRM, Paciolan