Loading
Salesforce now sends email only from verified domains. Read More
Analyze Your Data
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Filters Type Reference

            You are here:

            1. Salesforce Help
            2. Docs
            3. Reports and Dashboards

            Filters Type Reference

            Several different types of filters help you scope your report data: standard filters, field filters, cross filters, and row limit filters. Each filter type filters your report in different ways. This list of filter types helps you choose the right filter types for your report.

            Filter Type Description
            Standard Filter Standard filters are applied by default to most objects. Different objects have different standard filters, but most objects include the standard filters Show Me and Date Field. Show Me filters the object around common groupings (like “My accounts” or “All accounts”). Date Field filters by a field (such as Created Date or Last Activity) and a date range (such as “All Time” or “Last Month”).
            Field Filter Field filters are available for reports, list views, workflow rules, and other areas of the application. For each filter, set the field, operator, and value. For all report types except joined reports, you can add a report filter by dragging a field from the Fields pane to the Filters pane.
            Filter Logic Add Boolean conditions to control how field filters are evaluated. Add at least 1 field filter before applying filter logic.
            Cross Filter Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to only include those opportunities.
            Row Limit For tabular reports, select the maximum number of rows to display, then choose a field to sort by and the sort order. You can use a tabular report as the source report for a dashboard table or chart widget, if you limit the number of rows it returns.

            To add a report with a row limit filter, specify a "name" and "value" in Dashboard Settings in the Report Builder.

             
            Loading
            Salesforce Help | Article