If you have ever had a part in helping your marketing team gather data for promotions, you know that the requests can sometimes be very detailed! From our experiences, we have often been asked, from non-for profits that sold services, to deliver segmented reporting data on companies that had purchased a certain product but had not purchased another type of similar product. To further the quest, we needed the data to be during a particular date range and a particular quantity of those products needed to be purchased to qualify. For this project, this data was used to help target organizations that had purchased professional development materials, but hadn’t purchased a professional development seminar. Getting this kind of data required us to run multiple reports and then compare them against each other outside of Salesforce using Excel to get to the needed data.
Enter the exciting times of the Salesforce Spring’12 release! One of the many new features in this release is the ability to Cross Object Filter. This new functionality lets you report on an object’s child object using WITH or WITHOUT conditions. For instance, let’s use Opportunity and Opportunity Product as an example. We can now report on Opportunities WITH or WITHOUT an Opportunity Product and further filter by what type of Opportunity Product to report on.
If we wanted to, we could even add a filter for quantity purchased:
As you can see, this is a very powerful addition to the already robust reporting tool found in Salesforce. There are a few limitations to this new feature:
1) A maximum of three cross filters per report
2) A maximum of five sub-filters per cross filter
3) Getting too detailed with cross filters can slow down your report.
Be sure to check out the Spring’12 release notes and navigate to the Analytics section to read the full explanation of this new feature. Happy Reporting!
Contact us for more info on cool reporting techniques and let us at Riptide train you in to sweeten’ your Reports!