Filter Your Report

You are here:

Filter Your Report

Does your report give 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

User Permissions Needed
To create, edit, and delete reports:	Create and Customize Reports AND Report Builder
To create custom list views:	Read on the type of record included in the list
To create, edit, or delete public list views:	Manage Public List Views

User Permissions Needed

To create, edit, and delete reports:

Create and Customize Reports

AND

Report Builder

To create custom list views:

Read on the type of record included in the list

To create, edit, or delete public list views:

Manage Public List Views

Let’s say you have a report of Accounts with fields like State and Annual Revenue. The report already has these filters:

State includes California, Arizona, Nevada
Annual Revenue greater than 1000000

These two filters return results for all accounts in California, Arizona, and Nevada that generate an annual revenue greater than $1,000,000. Now you also want to filter by industry, specifically, the Banking industry. Here’s how you do that.

On the Reports or Analytics tab, click a report to open it.
Click Edit.
Select the Filters panel.
Choose a field from the Add filter picklist. In our account filter example, you’d select Industry. Which filters are available in your organization depends on the fields that your administrator set up for account records.
Select an operator for the filter and type the filter value in the next field. In our account filter example, you’d select equals and type Banking.
Click Apply.

Now your report shows Banking industry Accounts in California, Arizona, and Nevada with an annual revenue above $1,000,000.00.