SF-Admin Data and Analytics Management Practice Question
Universal Containers has a custom object 'Project__c' with a lookup relationship to Account. The administrator needs to create a report that shows all Accounts that have at least one related Project with a status of 'Active'. Which type of report should be used?
⚠ Common exam trap
Test-takers frequently confuse cross filters with standard filters or custom report types, which do not filter parent records based on child conditions.
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
A report on Accounts with a cross filter on Projects where Status equals 'Active'.
Cross filters are specifically designed to filter parent records based on conditions on related child records. By creating a report on Accounts and applying a cross filter for Projects with Status 'Active', the report returns only Accounts that have at least one related Project meeting that condition. This is the standard Salesforce feature for this use case.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
A joined report with two blocks: one on Accounts and one on Projects, with a filter on Project Status equals 'Active'.
Why it's wrong here
Joined reports allow combining different report types but do not filter parent records based on child conditions. The Accounts block would show all Accounts regardless of their related Projects, and the Projects block would show only active projects. There is no direct correlation to show only Accounts with active projects, making this approach incorrect.
- ✗
A report on Projects with a filter on Status equals 'Active', grouped by Account.
Why it's wrong here
A report on Projects grouped by Account would show Accounts that have active projects, but it would also include Accounts with no active projects if they have other projects, and it would list each project separately. The requirement is to show Accounts, not projects, and to ensure only those with at least one active project are included. This approach does not filter out Accounts without active projects effectively.
- ✗
A custom report type on Accounts with Projects, with a filter on Project Status equals 'Active'.
Why it's wrong here
A custom report type on Accounts with Projects would include all Accounts, and the filter on Project Status would only filter the related project records displayed, not the Accounts themselves. Accounts without active projects would still appear with blank project information, so this does not meet the requirement to show only Accounts with at least one active project.
- ✓
A report on Accounts with a cross filter on Projects where Status equals 'Active'.
Why this is correct
Cross filters allow filtering a report on Accounts based on conditions on related child records. By applying a cross filter 'Projects with Status equals Active', the report will return only Accounts that have at least one related Project with that status. This is the most direct and efficient way to meet the requirement without custom formulas or multiple reports.
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Written and reviewed by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
Last reviewed September 2026 · checked against the official Salesforce exam blueprint
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