how to use or filter in salesforce report

What are cross filters in Salesforce reporting?

What are Cross Filters in Salesforce Reporting? When filtering reports, sometimes you want to retrieve records with or without other related records, but have no need for the related objects fields or data. A typical use case is to identify a record WITHOUT another related record, sometimes described as an exception report.

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 to create a report with the filter criteria field?

Create a report with the Filter criteria Field: Custom Formula Field Name Operator: equals Value: 1 The field will evaluate to TRUE (1) whenever the Running User and Lookup (User) field are the same and the report will filter to those records.

How do I filter data by relative date in Salesforce?

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!

How do you apply a filter to 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 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...

How many filters can you have in Salesforce report?

20 field filtersIn 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.

Can you filter columns in Salesforce?

When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.

How do I apply multiple filters in Salesforce report?

3:234:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor those with more than a thousand employees open the more options menu and select add filter logicMoreFor those with more than a thousand employees open the more options menu and select add filter logic.

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.

How many filter can be used to filter a report to a page?

Report-level filters only apply to components using the default data source. If you include charts that use a different data source, you'll need to create a chart-level filter for that chart. A single component can have a maximum of 75 filters clauses.

How do I add a filter to Salesforce dashboard?

Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.

What are lookup filters in Salesforce?

Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.

What is cross filter in Salesforce report?

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 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 filter blanks in Salesforce report?

0:064:18Filter Out Blanks in List Views, Reports, Automation Rules, and Formula ...YouTubeStart of suggested clipEnd of suggested clipSo pick the field that you want to base this filter on in my case it's the industry field and so nowMoreSo pick the field that you want to base this filter on in my case it's the industry field and so now i just say you know do i want the field to equal or not equal.

Filter Logic A: (1 AND 2 AND 3)

If we use all AND logic the system will return No Prospect records because a Prospect can only have one Zip/Postal Code Value and this Logic is looking for a Prospect who's Zip/Postal Code is both "43215" AND "43214."

Filter Logic B: (1 OR 2) AND 3

This Filter Logic will return all Prospects with a Zip/Postal Code of either "43215" OR "43214" and will also return ALL Prospects with a Market Segment of "Columbus" (regardless of their Zip/Postal Code).

Filter Logic C: (1 AND 3) OR (2 AND 3)

This Filter Logic will return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43214."

Filter Logic D: (1 OR 2) NOT 3

This Filter Logic will return all Prospects with a Zip/Postal Code of either "43214" OR "43215" and will also return ALL Prospects with a Market Segment that is NOT "Columbus."

Filter Logic D: (1 NOT 3) OR (2 NOT 3)

This Filter Logic will return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43214."

How many filters can you add to a report?

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.

What does the CEO of Salesforce want?

Our CEO is very focused on user adoption of Salesforce and wants to ensure the company is getting the most out of its user licenses. He wants a weekly report of all users who have not logged into Salesforce in the last seven days as well as when their login access is set to expire. How would you accomplish this?

Where to save Central and Eastern Target Accounts report?

Save the report as Central and Eastern Target Accounts in the Marketing Reports folder:

What is a Salesforce Cross Filter?

Before we get started on how to use Cross Filters, let’s first define the “Cross” in “Cross Filter”.

How many filters can you have in a modal?

Now you will see a new section of filters pop up (you can have up to three!). The edit modal will prompt you to set the Parent and the Child.

What is cross filter?

Cross filters are a powerful tool once you know how to use them. They unlock the ability to create reports that you used to have to do in another system. As with any report changes, make sure to check the report results and validate that it’s working before sharing any report or saving it in a shared folder.

Can you see opportunities without products in the updated report?

The updated report of our Opportunities will now only display Opportunities without Products.

Can you cross filter in a report?

Usually, this means that your organization has the option turned off because you are using Group or Professional Edition. Make sure you can see the “Add Cross Filter” action by going to the Filters panel and clicking the dropdown next to Filters. If you are following along with our example, click on it.

How to create a unique name in Salesforce?

The View Unique Name is what the name of the View looks like to the Salesforce database. It must have underscores between words and no punctuation. If you type in a name in the View Name box and then press your Tab key, the system will create the View Unique Name for you.

How many fields can you filter in Lead?

The wizard displays up to five field placeholders, however if you click the “Add Row” link you can have up to 10 field filters.

What is the best practice for filtering in Step 2?

TIP: As a best practice, if you are filtering on a field in Step 2, display that field as a column in your View so you can spot check that you’re criteria is set properly!