how to filter based on 2 fields salesforce report

Required Editions and User Permissions.

• On the Reports tab, click a report to open it.
• Click Edit.
• Select the Filters tab.
• Click Add Filter and select a Field Filter from the list. In our account filter example, you’d select Industry. Which filters are available in your ...
• 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.

Full Answer

What are field-to-field filters in Salesforce?

Field-to-Field Filters in Salesforce make it possible to compare values in different fields contained on a Salesforce report when defining report filter criteria – for example, only show me records where X field is greater than Y field.

How to compare two fields in a Salesforce report?

Have you ever needed to compare two fields in a Salesforce report? Field-to-Field Filters in Salesforce make it possible to compare values in different fields contained on a Salesforce report when defining report filter criteria – for example, only show me records where X field is greater than Y field.

How do I add a field filter to a report?

While editing a report, select the ‘Filters’ tab. Then choose a field from the ‘Add filter…’ lookup. If the field you chose to filter on supports field-to-field filters, then set the Type dropdown to ‘Field’ (if the field does not support field-to-field filtering then the Type dropdown does not appear).

Can I add a filter to a custom lookup-field?

But regarding a custom object, adding field filter (with same logic as in above mentioned example) to a custom lookup-field of that custom object doesn't produce the desired result. Even records are visible which have that custom lookup field left blank. Do you have any explanation for this behaviour or any ideas to get nearer to the solution?

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?

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.

How do I add a field 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 I add a logic filter to a Salesforce report?

To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. ... Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. ... Click Save.

How do I select multiple values in Salesforce?

You need a multi select picklist type field. It will look like the following screen shot in your VF page. If you want to have a different UI element (like a dropdown with a checkbox against each entries), you need to explore a JS framework like jQuery.

What is field filter in Salesforce?

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.

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).

How do I create a cross filter report in Salesforce?

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 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 I add a filter criteria in Salesforce?

Set Up Data FiltersTo only mask data that meets the filtering criteria, switch Data Filter to Active.Select one of more fields to apply the filter to.Select the operator to apply to the field. ... Select the matching criteria. ... If necessary, add more conditions, and repeat steps 3 and 4.More items...

How do I create a custom filter in Salesforce?

Create a Custom FilterFrom the App Launcher. ... To the right of the filter picklist, click. ... Enter the name, description, and dates to select. ... Set the field criteria. ... Choose the fields to display. ... Decide whether to share the filter with other dispatchers. ... Click Save.

How do I create a dynamic report in Salesforce?

Steps To Create Dynamic Report In SalesforceStep 1: Click on the Report tab inside the salesforce org.Step 2: Click on the Create Button to create a report.Step 3: Now add the Filter.

Field Comparisons with Field-To-Field Filters

While editing a report, select the ‘Filters’ tab. Then choose a field from the ‘Add filter…’ lookup.

Considerations for Using Field-To-Field Filters

Field-To-Field comparisons only work on these types of fields: Numeric, Currency, Date and Datetime.