how to enable filter logic in salesforce reports

From the Filters pane, click and select Add Filter Logic. The report isn't exactly what Ada is looking for and no results fit all the criteria. To customize the filter logic to generate the desired results, change the AND condition for the industries to OR and exclude the structural defects by adding NOT.

Full Answer

What is filter logic in Salesforce?

Filter logic is a powerful tool that lets you modify the way filters interact with your report. Use filter logic to group, partition, and even exclude filter elements from a report with everyday language like AND, OR, & NOT. With the Lightning Report Builder, intelligent and comprehensive filtering options are just a few clicks away!

How do I add a filter logic to an existing report?

Set the operator to equals and the value to Structural. Click Apply. From the Filters pane, click and select Add Filter Logic. The report isn't exactly what Ada is looking for and no results fit all the criteria.

How to customize the filter logic to generate the desired results?

To customize the filter logic to generate the desired results, change the AND condition for the industries to OR and exclude the structural defects by adding NOT. Enter (1 OR 2) AND 3 AND NOT 4. Click Apply. Click Save & Run.

What is the filter logic for SFDC?

Filter logic says “1 AND 2 AND (3 OR 4)”. This ensures SFDC applies the first two filters along with the third OR the fourth.

How do I add a filter to a Salesforce report?

Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.

How do you unlock a report filter in Salesforce?

Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Click the filter Industry equals Energy and select Locked. Click Apply.

How do I enable cross filters in Salesforce?

1:114:34How to Use Cross Filters (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's click the filters pane for the details will edit the filters to show all accounts. Create atMoreLet's click the filters pane for the details will edit the filters to show all accounts. Create at any time. And now we'll add a cross filter by clicking the drop down arrow and choosing cross filter.

How do I create a drop down filter in Salesforce report?

Add the necessary filters and filter logic.Click the Filters pane.Search for Type in Add filter... search box and select it.In the Operator field, select contains from the drop-down menu.Type customer in the value field.Click Apply.Repeat steps 2-5 above to create the following three additional filters:More items...

Why are my filters locked in Salesforce?

We use filters to see the data that we want. In salesforce we can lock filters to prevent people from editing a field filter while reading the report in Lightning Experience. In Lightning Experience it is possible to select whether filters are locked or unlocked.

What is filter logic in Salesforce?

Filter logic governs how and when filters apply to your report.

How do I use cross filters in Salesforce reports?

Edit or create a report.From the Filters pane, click Add | Cross Filter.Select a parent object from the dropdown list. ... Choose with or without .Select a child object from the dropdown or search by its name. ... Optionally, to add filters on the secondary object, add subfilters: ... Click OK.Click Save.

What is cross filter in Salesforce reports?

Salesforce Cross Filters allow you to create a report that identifies records with or without a related record, where you have no need for the related object's data (so you don't need those related object's fields displayed in the report).

What is cross filters in reports?

Use cross filters to include or exclude records in your report results based on related objects and their fields. 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.

How do you filter a report?

Filter data in a reportRight-click any last name, and click Text Filters > Begins With.Enter “L” in the box that appears, and click OK. Access applies the filter, and now you can print the report with just that data.

How do you add multiple filters in Salesforce reports?

Edit or create a report based on the Accounts report type. From the Filters pane, click Add | Cross Filter....Refine the cross filter so that the report shows Accounts that have Escalated Cases:Click Add Cases Filter.Select Status.Select Escalated.Click Apply.

How do I filter multiple values in Salesforce reports?

If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.