would work if you filter where Meeting Source is not equal to because the report would then only contain entries for records A, B, and C. Continue in this fashion filtering out all unwanted values. Note: For filtering out blank values you just leave the filter field empty, as shown in the highlighted portion of my answer. Share Improve this answer
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How to get rid of a blank row in reports?
So short answer is that unless you get rid of the Account completely you can’t get rid of the blank row because it is still a row of data in the report type. By using a Power of One field you can hopefully explain that it just means there are no Activities for that particular account, for the filters you have set.
Is it possible to filter out accounts with left blank fields?
=> Works perfect, i.e all accounts with AccountContact left blank are filtered. But regarding a custom object, adding field filter (with same logic as in above mentioned example) to a custom lookup-field of that custom object doesn’t produce the desired result. Even records are visible which have that custom lookup field left blank.
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 exclude null values in Salesforce report?
If you want a not null field, just set the field not equal to blank, i.e., leave the filter value box empty. Show activity on this post. You can type “NULL” into that box.
How do I filter a report 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.
How do I filter logic in Salesforce reports?
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 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 filter 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.
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.
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 cross filter to a Salesforce report?
Edit or create a report.From the Filters pane, click Add | Cross Filter.Select a parent object from the dropdown list. … Choose with or without .Select a child object from the dropdown or search by its name. … Optionally, to add filters on the secondary object, add subfilters: … Click OK.Click Save.
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 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 filter multiple values in Salesforce Reports?
If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.
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.