How to add filters in salesforce reports

• 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.

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 create a calendar based sales report in Salesforce?

Click Select Folder, select Marketing Reports from the Global Sales Reports folder and click Select Folder. Click Save. 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 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 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 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.

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.

Can you filter columns in Salesforce?

When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.

What is report filter in Salesforce?

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 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 I filter blanks in Salesforce report?

0:064:18Filter Out Blanks in List Views, Reports, Automation Rules, and Formula …YouTubeStart of suggested clipEnd of suggested clipSo pick the field that you want to base this filter on in my case it’s the industry field and so nowMoreSo pick the field that you want to base this filter on in my case it’s the industry field and so now i just say you know do i want the field to equal or not equal.

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.

What is cross filters in reports?

Use cross filters to include or exclude records in your report results based on related objects and their fields. Filter Across Objects with Cross Filters. Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code.

How do I filter leads in Salesforce?

1:514:20Filter Report Data (Lightning Experience) | Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let’s apply a date field filter click Add filter and select created date you can filter by aMoreSo let’s apply a date field filter click Add filter and select created date you can filter by a specific calendar date by clicking the calendar icon and selecting a date by June 5th 2018.

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.

How many filters does Jacinta have?

Everything is ready for Jacinta to create as many custom filters as she wants. Maria recommends that she creates fewer than 15 filters so as not to affect performance. Jacinta laughs. She has only one custom filter in mind (so far).

Why does Jacinta want a filter?

Jacinta wants a filter that displays only appointments that take several hours to complete. She likes to make sure that this kind of appointment is scheduled early in the day because it’s the most complex. She wants her field service workers to get to the complicated appointments while they’re still fresh.

Filter Logic A: (1 AND 2 AND 3)

If we use all AND logic the system will return No Prospect records because a Prospect can only have one Zip/Postal Code Value and this Logic is looking for a Prospect who’s Zip/Postal Code is both “43215” AND “43214.”

Filter Logic B: (1 OR 2) AND 3

This Filter Logic will return all Prospects with a Zip/Postal Code of either “43215” OR “43214” and will also return ALL Prospects with a Market Segment of “Columbus” (regardless of their Zip/Postal Code).

Filter Logic C: (1 AND 3) OR (2 AND 3)

This Filter Logic will return Prospects in the “Columbus” Market Segment who’s Zip/Postal Code is “43215” and will also return Prospects in the “Columbus” Market Segment who’s Zip/Postal Code is “43214.”

Filter Logic D: (1 OR 2) NOT 3

This Filter Logic will return all Prospects with a Zip/Postal Code of either “43214” OR “43215” and will also return ALL Prospects with a Market Segment that is NOT “Columbus.”

Filter Logic D: (1 NOT 3) OR (2 NOT 3)

This Filter Logic will return Prospects who are NOT in the “Columbus” Market Segment who’s Zip/Postal Code is “43215” and will also return Prospects who are NOT in the “Columbus” Market Segment who’s Zip/Postal Code is “43214.”