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Filter Reports by Values
Filter a report by value when you want to define the filter criteria yourself. For example, filter for opportunities worth more than $50,000.00, cases that mention word "widgets" in the subject, or Accounts located in California.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
| User Permissions Needed | |
|---|---|
| To add or edit a filter: |
|
| To lock or unlock filters so that users can’t edit them while viewing a report in Lightning Experience: |
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| To edit a filter while viewing a report in Lightning Experience: | Run Reports |
In Salesforce Classic, filter your report from the report builder.
In Lightning Experience, there are two ways to filter reports: either from the Report Builder
or while viewing a report. To add or edit report filters, use the Report Builder. To edit
existing, unlocked report filters while you’re reading a report, run the report and then edit
filters directly from the filters pane (
). You can edit existing filters from the filters pane, but you
can’t add new ones.
Each report supports up to 20 field filters.
- Row limit filters
- Historical field filters
These filters appear in the filter panel when viewing a report but aren’t editable.
- Cross filters
- Chart filters
-
From the Lightning Experience report builder, click Filters. Then,
choose a field from the Add filter... picklist.
From the Salesforce Classic report builder, open the Add dropdown menu and select a filter type:
- Field Filter to filter on fields. For example, use a field
filter to filter by Account Name equals Acme.
In Lightning Experience, you can personalize field filters for user fields such as Account Owner or Created By. To restrict the results to the currently sign-in user, select the relative value option.
- Filter Logic to customize how existing filters apply to your
report. Each filter is assigned a number. To get your report to return records that meet
the criteria of Filter 1 and either Filter 2 or Filter 3, use this filter logic:
Filter 1 AND (Filter 2 OR Filter 3). Filter logic requires at
least one field filter.
To add filter logic in the Lightning Experience report builder, click
| Add Filter Logic. - Cross Filter to filter on one object’s relationship to another
object. Cross filter on Accounts with Opportunities so that your
report only returns Accounts that have Opportunities. Add a subfilter to a cross filter
to further filter by the second object. For example, the Opportunity subfilter
Amount greater than 50000 causes your report to return Accounts
that have Opportunities worth more than $50,000.00.
Cross filters aren’t available in the Lightning Experience report builder.
- Row Limit to limit the number of report results in tabular
reports. To see which five Accounts have the largest annual revenue, set a row limit of
Top 5 Accounts by Annual Revenue.
Row limit filters aren’t available in the Lightning Experience report builder.
Standard filters, such as date filters, are applied by default to most objects. Look for them underneath the Add dropdown menu and customize them as necessary. Different objects have different standard filters.
- Field Filter to filter on fields. For example, use a field
filter to filter by Account Name equals Acme.
-
Enter filter criteria.
For help with entering filter criteria, see Filter Operators and Filter Logic.
- Optionally, to prevent people from editing a field filter while reading your report in Lightning Experience, check Locked.
- Click Save.
- To read your filtered report, click Run Report.
- Lead Status equals New
- Number of Employees greater than 100
- State includes California, Arizona, Nevada
Now your leads report returns only the leads you need.
