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Filter Report Data
What if your report gives you more data than you need? Use filters to pare down your report until it only shows the data that you want.
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 |
- 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. - Filter Reports Using Field Comparisons with Field-To-Field Filters
Field-to-field filters let you filter a report by comparing the values of two different report fields. For example, see cases modified after closing date by filtering on cases with a last modified date after the closed date. - Create a Personalized Report Filter
Create a report that dynamically shows results that are personalized for each user. For example, create an opportunity report for your sales team with a filter that personalizes the results for each opportunity owner when they open the report. - Add Filter Logic to a Report
Filter logic governs how and when filters apply to your report. - 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. You can apply cross filters by themselves, or in combination with field filters. - Filter Report Data by Role Hierarchy
You can view records based on org structure or job function? Get records owned by everyone in a job role (like sales manager) and their subordinate roles (such as sales person) by filtering your report on a role. - Filter Reports with URL Parameters in Lightning Experience
When linking to or bookmarking a report, add filter value parameters to the URL to customize how the report appears when opened. For example, bookmark your opportunities report and add a filter to specify whether you see New Business or Existing Business. - Filter Field History Reports by Old and New Values
Field history reports let you track changes in fields by adding an “Old Value” and a “New Value” column. With a field history report, each report row represents a change to a record. By filtering a field history report, you can answer questions like “Which opportunities have we closed so far this financial quarter?” - Filter Knowledge Reports by Category
Return information about entire categories and subcategories of knowledge articles with category filters. - 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 Operators Reference
The operator in a filter is like the verb in a sentence. Operators specify how filter criteria relate to each other. Refer to this list of filter operators when setting filters on list views, reports, dashboards, and some custom fields. - Relative Date Filter Reference
Relative date filters let you filter on date fields using easy-to-understand, human-speech-inspired syntax. - Notes about Filtering on Types of Fields and Values
Keep these tips in mind when filtering on text fields, date fields, numeric values, picklist values, and blank or null values. - Tips for Filtering on Multiple Currencies
Tips for filtering on currency fields when your organization uses multiple currencies.
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