Cross filters allow you to include or exclude records in a report based on related objects and their fields. Follow these steps to add a cross filter to your report.
Step 1: Log in to Navatar
Log into your Navatar account using your Salesforce credentials.
Step 2: Open or Create a Report
Go to the Reports tab.
Open an existing report or click New Report to create a new one.
Step 3: Access the Filters Panel
In the report builder, click on the Filters tab.
Step 4: Add a Cross Filter
Click the More Actions icon (three dots) on the Filters tab.
Select Add Cross Filter.
Step 5: Define the Cross Filter
Choose whether to show records with or without a related secondary object.
Select the Secondary Object (e.g., Cases related to Accounts).
Example: To find Accounts with Escalated Cases, create a report on Accounts and add a cross filter to show Accounts with Cases.
Step 6: (Optional) Add a Secondary Object Filter
After adding the cross filter, click Add Secondary Object Filter if you want to filter the secondary object's records.
Select a field from the secondary object.
Specify an operator (e.g., Equals, Contains) and enter the value.
Click Apply.
Example: Add a filter where Case Status = Escalated.
Step 7: Apply and Save
Click Apply to apply the cross filter and any secondary object filters.
Click Save to save your report.
Notes
Cross filters are available in both Lightning Experience and Salesforce Classic.
Cross filters created in one interface will work in the other.
Permissions Needed:
Create and Customize Reports permission
Enhanced Folder Sharing must be enabled
Access to Report Builder or Report Builder (Lightning Experience).