I have a report on Accounts that uses a cross filter on Opportunities (called Contributions in our database, it's for a non-profit but not the NPSP). The idea here is to find those Accounts that have donated during a specific period last year but NOT this year. Filters are:
Filtered By: Active not equal to Extinct,No AND Account Record Type not equal to FamilyAND Accounts with Contributions Close Date greater or equal 4/1/2018 Close Date less or equal 6/30/2018 Opportunity Record Type equals Challenge,Donation,Major Donation,Membership AND Accounts without Contributions Close Date greater or equal 7/1/2018 Opportunity Record Type equals Challenge,Donation,Major Donation,Membership First two filters are to find only certain types of Accounts. The cross filters are on Opportunities (Contributions) to constrain based on past donations.Opportunities uses record types to classify the records by the type of "donation" it is (essentially is it charitable or not). We're using the record type field in the cross-filter to make sure only charitable contributions are considered (as defined by record type). So it seems like this should include only Accounts that have charitable donations during the data window in the first cross-filter. The second cross-filter ensures that those Accounts also DON'T have any charitable donations after that timeframe. This is a pretty standard fundraising reportUnfortunately I'm getting at least one Account that has NO contributions matching the criteria (it has one contribution in the date range, but it's not a "Challenge,Donation,Major Donation,Membership." The record type is "Event" which is not charitable and not in the cross-filter. That record type should have been excluded by the first cross-filter since all filters are logical AND.Am I missing something about how cross-filters work?답변 1개
OK, on looking more closely, the Account was in fact correctly in the report. There was an Opportunity record that didn't show up in some rollup summaries due to it having a blank Amount field, which changed what I expected to see. All seems to be working as expected.
