Search Multiple Report Fields for One Text Value Using a Row-Level Formula

There are several options for filtering multiple fields in a report based on a specific keyword, such as adding filter criteria for each field to search and then using OR in your filter logic, or creating a formula field on your object if you'll always want to search the same fields. 

But one efficient approach that supports flexible changes to your keyword criteria is to combine all the fields to search into one field using a Row-Level report formula.


Let's get started. Here's how to create a report to fulfill this requirement: 

Step 1. Login to your Salesforce account
Step 2. In the navigation bar at the top, click on the App Launcher  and search for Reports. Click on the Reports 
Step 3. From the Reports tab, click New Report
Step 4. Select Account as the report type, and click on Start Report
Step 5. Save the report with a name of your choosing
Step 6. From the Columns section of the Outline pane, click  | Add Row-Level Formula
 

Step 7. From the Edit Row-Level Formula Column window, enter a Column Name (2), choose a Formula Output Type of Text (3), and use the Formula below (See Sample Formula)  (4). To test your formula for errors, click Validate (5). If necessary, resolve any errors. Then, click Apply (6)

 

Account.Field_1__c & " " & Account.Field_2__c & " " & Account.Field_3__c

In this example, here’s how the Report appears before adding the Row-Level Formula field as an additional filter: 
 

Step 8. Add the Formula field you just created as your Report filter

Once the new Row-Level report formula is added, you can specify that you want to see any records that have ‘apple’ in any of these 3 fields. 
 

Note: If you later decide you want to see any matches with the word Grape, you can click on that filter from the report run or edit page and type the new text to search for.  
 

Step 9. To save and run the report, click Save & Run

You're done!