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            Filter Knowledge Reports by Category

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            3. Reports and Dashboards

            Filter Knowledge Reports by Category

            Return information about entire categories and subcategories of knowledge articles with category filters.

            Required Editions

            Available in: Lightning Experience

            Available in:

            Salesforce Knowledge is available in Essentials and Unlimited Editions with Service Cloud.

            Salesforce Knowledge is available for an additional cost in: Professional, Enterprise, Performance, and Developer Editions. For more information, contact your Salesforce representative.
            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

            Say you have categories defined by geographic region. The root category lists countries like United States, Mexico, and Canada. Under United States, categories include individual states like Arizona, California, and Oregon. Under each state, categories include cities. Category filters have their own operators:

            • at—Return knowledge articles in the specified category.
            • above—Return knowledge articles above and in the specified category.
            • below—Return knowledge articles below and in the specified category.
            • above or below—Return all knowledge articles above, below, and in the specified category. If there is more than one root category, then the filter returns only knowledge articles that are part of the parent root category.

            So with a category filter on United States below Arizona, your report returns knowledge articles about cities like Tucson and Phoenix. Or, with a category filter on United States above Arizona, your report instead excludes knowledge articles about cities in Arizona.

            Note
            Note Multiple category filters are evaluated with OR logic. If you have more than one filter on the same category group with different values, they must have the same operator.

            Add a category filter while editing a Knowledge report.

            1. From the Lightning Experience report builder, open the filter menu by clicking the filter icon Filters.
            2. Click the show more icon | Add Category Filter.
              A category filter section appears in the filter pane.
            3. Choose a category to filter by.
            4. Choose an operator.
            5. Click Apply.
            6. To save and read your filtered report, click Save & Run.

            Report data filters based on the criteria you set.

            Note
            Note Data category filters are only available on report types that include the Knowledge object, such as Knowledge Articles or Knowledge with Cases.
             
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