Salesforce | Is it possible to make a cross filter report of Products?

Tagged: Crossfilter, Custom Report Type, Opportunity with Products, OpportunityLineItem, OpportunityProducts, Product, Reports, Salesforce Force.com, Schema Builder

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Is it possible to make a cross filter report of Products?

Posted by Brian on March 17, 2016 at 6:18 pm

Is it possible to make a cross filter report of Products? The Cross Filter option is greyed out.

shariq replied 6 years, 3 months ago 6 Members · 6 Replies
6 Replies

Mudit

Member
March 18, 2016 at 3:25 pm

Cross filter reports can only created for those objects that related child objects.
Most probably your 'Product' object don't have any child object and thus the filter is not available.

Now if you are using a custom report, and the filter is not available, then the reason maybe the incorrect configuration.
Now there is an easy hack to check which object are related to your 'Product' object.

Go to setup and in quick find search Schema builder.(Hint: Its in build tab)

Once there search your object, in case 'product', and click on the search icon next to product.

You will see you object box with all its fields. You will also see some lines going in and going out of the box. These lines represent which object is directly related to your product object, and if it have a one-to-one or one-to-many relationship.

So you will only be able to create reports with cross filter feature only for objects that are related to product objects.

Now if you find that there is a relationship and you still not able to see the cross filter report, and this most probably be happening in custom reports, then you may have to tweak you report settings a bit.

You can do that by going to setup->create->report types->(edit report type)

Hope this helps.
Brian

Member
March 18, 2016 at 5:47 pm

Thanks Mudit.

There are many custom objects that lookup to Product, and that Product looks up to. I specifically want to cross filter on OpportunityLineItem, but it is not available. I've tried changing the custom report type as well, but I don't believe it is possible for those two objects.
Neha

Member
March 22, 2016 at 9:59 am

Hi Brian,

You can create cross object formula on product and OpportunityLineItem by selecting the standard report type i.e 'Opportunities with Products' at the time of "Create New Report".

When you create report by selecting report type than the Cross Filter option should not greyed out.
Akash

Member
March 22, 2016 at 2:49 pm

Yes Brian you are right that opportunity line item is not available in custom report type but if you want to create report of Products filter by opportunity line item fields then you can follow theses steps-

* Select report type "Opportunity with Products" and Create.
* Select "Summary format" and create grouping with Product and then Opportuniy Product so this will show
products with related Opportunity products.
* Add normal filter then in the picklist you can find opportunity product fields also.

Note- But we can not apply filter on "Number of records" of OpportunityProducts related with Product.
Parul

Member
September 19, 2018 at 9:25 pm

Hi,

So you will only be able to create reports with cross filter feature only for objects that are related to product objects.

Now if you find that there is a relationship and you still not able to see the cross filter report, and this most probably be happening in custom reports,

Thanks
shariq

Member
September 19, 2018 at 10:15 pm

Hi,

Adding points relatted to it -

The report type should be Accounts with Activities (or with and without, whatever), and then you a cross-filter to filter for only Accounts without Opportunities.

Cross-Filters only work on the primary object, so there are many cases (like Activities with Accounts, or Contacts & Accounts where you need to create a Custom Report Type to get it to work properly).

Here is my Accounts with/without Activities report type, with a Cross-Filter to only bring back Accounts without Opportunities

Cross filters are only available when the report type is reporting on two different objects. The Activities with Accounts report is really only reporting on the activities object while referencing fields on accounts.

Hope this helps.