How do i add a filter to salesforce lightning report

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Required Editions and User Permissions.

  • On the Reports tab, click a report to open it.
  • Click Edit.
  • Select the Filters tab.
  • Click Add Filter and select a Field Filter from the list. In our account filter example, you’d select Industry. Which filters are available in your …
  • Select an operator for the filter and type the filter value in the next field. In our account filter example, you’d select equals and type Banking.
  • Click Apply.
Filter a Report in Lightning Experience
  1. On the Reports tab, click a report to open it.
  2. Click Edit.
  3. Select the Filters tab.
  4. Click Add Filter and select a Field Filter from the list. …
  5. Select an operator for the filter and type the filter value in the next field. …
  6. Click Apply.

Full
Answer

How do I know if I’m in Salesforce lightning experience?

If you see the App Launcher icon () on the left side of the navigation bar at the top of your screen, you’re in Lightning Experience. If not, you’re in Salesforce Classic.

How do I filter list views in Salesforce?

Some list views have predefined filter scopes and can’t be filtered. For example, the SOQL query for a generic Team list view or the Recently Viewed list view doesn’t allow further filtering of the query results. From List View Controls, select Edit List Filters. Alternatively, click .

How to enable/unlock lock filter in Lightning Report?

How to Enable/Unlock Lock Filter in Lightning Report ? 1 Open your desired report in Lightning Experience. 2 Click Edit. 3 From the options on the left, click Filters. 4 Click the Edit icon (pencil icon) beside the Filter Logic (Example: 1 AND 2 AND 3) 5 Click Remove Logic. 6 Click Save. More …

How do I change the logic of a report in Lightning?

Open your desired report in Lightning Experience. 2. Click Edit. 3. From the options on the left, click Filters. 4. Click the Edit icon (pencil icon) beside the Filter Logic (Example: 1 AND 2 AND 3)

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How do you apply a filter to a report?

Filter data in a reportRight-click any last name, and click Text Filters > Begins With.Enter “L” in the box that appears, and click OK. Access applies the filter, and now you can print the report with just that data.


How do I create a drop down filter in Salesforce report?

Add the necessary filters and filter logic.Click the Filters pane.Search for Type in Add filter… search box and select it.In the Operator field, select contains from the drop-down menu.Type customer in the value field.Click Apply.Repeat steps 2-5 above to create the following three additional filters:More items…


How do you add multiple filters in Salesforce reports?

Edit or create a report based on the Accounts report type. From the Filters pane, click Add | Cross Filter….Refine the cross filter so that the report shows Accounts that have Escalated Cases:Click Add Cases Filter.Select Status.Select Escalated.Click Apply.


How do I add a filter to Salesforce dashboard?

Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.


How do I add a filter criteria in Salesforce?

Set Up Data FiltersTo only mask data that meets the filtering criteria, switch Data Filter to Active.Select one of more fields to apply the filter to.Select the operator to apply to the field. … Select the matching criteria. … If necessary, add more conditions, and repeat steps 3 and 4.More items…


How do I add a logic filter to a Salesforce report?

To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. … Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. … Click Save.


How do I create a custom filter in Salesforce?

Create a Custom FilterFrom the App Launcher. … To the right of the filter picklist, click. … Enter the name, description, and dates to select. … Set the field criteria. … Choose the fields to display. … Decide whether to share the filter with other dispatchers. … Click Save.


How many filters can a salesforce report have?

In Salesforce Classic, filter your report from the report builder. ). You can edit existing filters from the filters pane, but you can’t add new ones. Each report supports up to 20 field filters.


What are cross filters in Salesforce reports?

Salesforce Cross Filters allow you to create a report that identifies records with or without a related record, where you have no need for the related object’s data (so you don’t need those related object’s fields displayed in the report).


How do I add a filter to my dashboard?

2:154:169 Adding Filters to your Dashboard – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd the way you’re going to want to do this is say selected worksheets and this will let us selectMoreAnd the way you’re going to want to do this is say selected worksheets and this will let us select only the worksheets on this sheet.


How do you make a dashboard filter?

To create a dashboard filter: Click Filter Your Dashboard in the dashboard’s right panel (if it’s your first filter), or + if you are adding another filter. The Add Filter dialog box is displayed. (Optional) If you have multiple data sources, select the data source that contains the fields you want to filter.


How many filters can a lightning dashboard have?

It has been made available on basis of Request raised to Salesforce. By default, the limit to the amount of options available in a Dashboard Filter is 10. By request, the limit can be increased to a maximum of 50.

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