Click the Filters pane. Click Show Me and select All accounts, then click Apply. Click Created Date, select All Time from the Range picklist, then click Apply. Click the Outline pane and select the X next to the following fields to remove these columns from the report:
- Edit a report.
- From the Filters pane, find the cross filter you want to delete. To delete the cross filter, and all its subfilters, click Remove.
- To delete a subfilter on the cross filter, but not the cross filter, click Edit. Find the subfilter you want to delete, and click Remove. ...
- To save the report, click Save.
How do I add a filter to a report?
On 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 next to the filter field and select a filter. In our account filter example, you’d select Industry.
How do I create a customer filter in Salesforce?
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. Note: Annual revenue is two million (six zeros). In the Filters pane, click the arrow next to Filters and click Add Filter Logic.
How do I filter my global sales report by date range?
Click Select Folder, select Marketing Reports from the Global Sales Reports folder and click Select Folder. Click Save. Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR.
How to enable/unlock lock filter in Lightning Report?
How to Enable/Unlock Lock Filter in Lightning Report ? 1 Open your desired report in Lightning Experience. 2 Click Edit. 3 From the options on the left, click Filters. 4 Click the Edit icon (pencil icon) beside the Filter Logic (Example: 1 AND 2 AND 3) 5 Click Remove Logic. 6 Click Save. More ...
How do you remove a filter from a report?
ProcedureClick a data container object that contains a filter.To remove all filters from the object, in the report object toolbar, click the Filters icon. and click Remove All Filters.To edit a filter or remove a single filter, in the report object toolbar, click the Filters icon. and click Edit Filters.
How do I remove a locked filter from a report in Salesforce?
Open your desired report in Lightning Experience.Click Edit.From the options on the left, click Filters.Click the Edit icon (pencil icon) beside the Filter Logic (Example: 1 AND 2 AND 3)Click Remove Logic.Click Save.
How do I edit a filter in Salesforce report?
Filter a Report in Lightning ExperienceOn 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. ... Select an operator for the filter and type the filter value in the next field. ... Click Apply.
How do I hide a filter in Salesforce?
You can go to Setup -> Customize -> Accounts -> Search Layouts -> Search Filter Fields and remove the Account Name, Billing City etc. from the Selected Fields grid. That will cause the Search Results screen to not show Filters option.
How do I unlock filters in list view Salesforce?
List View Filter option is Blocked in Community PageClick affected Object tab.Click Edit beside the List View.Under "Restrict Visibility" | Check if the List View is: Visible to certain groups of users. Or. ... Make the List View Visible to all users (Includes partner and customer portal users)Click Save.
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 report filter in Salesforce?
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 many filters can a salesforce report have?
In Salesforce Classic, filter your report from the report builder. ). You can edit existing filters from the filters pane, but you can't add new ones. Each report supports up to 20 field filters.
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.
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Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
Use Report Filters
You can add up to 20 additional filters to a report directly in the Filters pane using the Add button or by dragging in fields from the Preview pane. In addition, you can also use filter logic using “and,” “or,” and “not” operators. Let’s meet the needs of your next stakeholder, the VP of Marketing, to see how filters and filter logic work.
Use Relative Dates
Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
