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            Filter Reports by Values

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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:
            Enhanced Folder Sharing
            Create and Customize Reports

            AND

            Report Builder
            To lock or unlock filters so that users can’t edit them while viewing a report in Lightning Experience:
            Enhanced Folder Sharing
            Create and Customize Reports

            AND

            Report Builder
            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 (the filters icon). You can edit existing filters from the filters pane, but you can’t add new ones.

            Each report supports up to 20 field filters.

            Note
            Note In Lightning Experience, these filters are available in the Report Builder, but aren’t shown in the filter panel when viewing a report. Even though the filters aren’t shown, they still filter the report.
            • 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
            1. From the Lightning Experience report builder, click the filters icon 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 the filters icon | 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.

            2. Enter filter criteria.

              For help with entering filter criteria, see Filter Operators and Filter Logic.

            3. Optionally, to prevent people from editing a field filter while reading your report in Lightning Experience, check Locked.
            4. Click Save.
            5. To read your filtered report, click Run Report.
            Example
            Example Say that you want your team to call new leads at companies with more than 100 employees located in California, Arizona, or Nevada. You have a leads report with fields like Lead Status, Number of Employees, and State. Your report gives a complete overview of your entire company’s leads. But you only want to see new leads that have more than 100 employees and are located in California. Apply these filters to your 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.

             
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