Cross Filters are a very useful tool that, among other things, allows you to better isolate the data that is relevant to your program. After watching the video, please read the examples below.
https://www.youtube.com/watch?v=kP2QQDllk-s
Example A: Let's say I want to see the "Progress Notes" associated with all the clients enrolled in my program, including the "Progress Notes" they got from other programs. I create a "Clients with Case Records with Progress Notes" report and then try to filter my data. If I filter on the "Program Name" or "Program" fields on the Case Record, like I normally would, I'm going to exclude my clients' case notes from other programs. However, I do want limit results to clients that have some open case record with my program. So, I make a cross filter:
Clients with Case Record where
Program = "My Program"
Case Status = "Open"
Now, only clients with an open case record in my program will appear, but I have not excluded their other case records or progress notes!
Example B: Let's say I want to see all my clients who are also currently clients at CCS. I could make a report like I normally would to see all my open cases and then add a cross filter: