How to add field filter in salesforce report

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  • On the Reports tab, click a report to open it.
  • Click Customize.
  • Click Add and select a Field Filter from the list.
    A new filter row appears below the other two filters.
  • Click next to the filter field and select a filter.
    In our account filter example, you’d select Industry. Which filters…
  • Select an operator for the filter and type the filter value in the next field.
    In…
  • Click Save.

Filter a Report in Salesforce Classic
  1. On the Reports tab, click a report to open it.
  2. Click Customize.
  3. Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.
  4. Click. …
  5. Select an operator for the filter and type the filter value in the next field. …
  6. Click Save.

Full
Answer

How do I create a customer filter in Salesforce?

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. Note: Annual revenue is two million (six zeros). In the Filters pane, click the arrow next to Filters and click Add Filter Logic.

How do I add a filter to a report?

On the Reports tab, click a report to open it. Click Customize. Click Add and select a Field Filter from the list. A new filter row appears below the other two filters. Click next to the filter field and select a filter. In our account filter example, you’d select Industry.

How do I filter data by relative date in Salesforce?

Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!

How do I add a new field to a report?

7.On the right hand side , add your new field. PLEASE Flag this as LIKE. In order to add a new field to show up in the report, first go to the report Type -> find your report type -> Edit Layout and then from the right panel add your custom field to this report.

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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 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 add a field filter?

To create a Field Filter, add a variable to your SQL code by enclosing the variable in double braces (Mustache style), and select Field Filter as the Variable type from the Variables sidebar.


How do I add multiple filters to a Salesforce report?

Edit or create a report based on the Accounts report type. | Add Cross Filter. From the Show Me dropdown, select Accounts. From the Operator dropdown, select with….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 edit a filter logic in Salesforce report?

From the Salesforce Classic report builder, click 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. Finds records that match both values.


How do I add a filter to my dashboard in Salesforce?

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 filter a field in Salesforce?

Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. … Select an operator for the filter and type the filter value in the next field. … Click Save.


What is field to field filters Salesforce?

Field-to-field filters let you filter a report by comparing the values of two different report fields. For example, see cases modified after closing date by filtering on cases with a last modified date after the closed date.


What are lookup filters in Salesforce?

Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.


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 filter to report builder?

To add a filter to an embedded dataset or a shared dataset instanceOpen a report in report design mode.Right-click a dataset in the Report Data pane and then click Dataset Properties. … Click Filters. … Click Add. … In Expression, type or select the expression for the field to filter.More items…•


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 do you add a filter to a report in Excel?

Display report filter pages on separate worksheets Click PivotTable Analyze (on the ribbon) > Options > Show Report Filter Pages. In the Show Report Filter Pages dialog box, select a report filter field, and then click OK.


How do I put filters on Excel?

Try it!Select any cell within the range.Select Data > Filter.Select the column header arrow .Select Text Filters or Number Filters, and then select a comparison, like Between.Enter the filter criteria and select OK.


What are filters used for in Excel?

Filters can be used to narrow down the data in your worksheet and hide parts of it from view. While it may sound a little like grouping, filtering is different because it allows you to qualify and display only the data that interests you.


What is a salesforce report filter?

0:004:20Filter Report Data (Lightning Experience) | Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipThese are standard filters and they’re added to the report by default. The standard filters you seeMoreThese are standard filters and they’re added to the report by default. The standard filters you see may vary depending on what makes sense for the report type you selected.


Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.


Use Report Filters

You can add up to 20 additional filters to a report directly in the Filters pane using the Add button or by dragging in fields from the Preview pane. In addition, you can also use filter logic using “and,” “or,” and “not” operators. Let’s meet the needs of your next stakeholder, the VP of Marketing, to see how filters and filter logic work.


Use Relative Dates

Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!


Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

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