How to Apply Filter in Salesforce Report

When we create a report, sometimes we don’t want unnecessary data; using the filter feature, we can collect data on which basis we want records and create a report with the necessary data.

In this Salesforce tutorial, we are going to learn about filters on reports in Salesforce, additionally, we will see step by step How to Apply Filters on Reports in Salesforce Lightning and Salesforce Classic.

E.g. As an administrator in an organization, I got a task to create a report of employee details, and they wanted only those employee details who are in the Salesforce domain, only that task we are going to see.

Filter the Report in Salesforce

What is a report in Salesforce?

Reports are well-structured and organized documents that allow us to access Salesforce records, using reports we can inspect our Salesforce records in various combinations. We can display it in easy and understandable formats.

What is a filter on reports in Salesforce?

When we create a report of the Object in Salesforce at that time it fetches all data of the Object, sometimes we don’t want unnecessary data then we can apply a filter and create a report with the necessary data.

Types of report in Salesforce

  • Tabular Report.
  • Summary Report.
  • Joined Report.
  • Matrix Report.

How to Apply Filter on Report in Salesforce Lightning

Using the following steps we can apply a filter to the report.

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1. If you already created a Report tab while creating an App then you just click on “Report tab“.

Reports in Salesforce

OR

2. Click on App Launcher -> Search “Reports” ->Click on Reports.

Create Reports in Salesforce

3. To create a new report click on the “New Report” button.

Create New Report in Salesforce

4. Here, you can see when I have created a report of employee details and all records coming up.

I need only those employees who are in the Salesforce domain.

Before Applying the Filter

5. To apply the filter click on Filter -> Select the Field on which you want to filter records, here I have selected “domain“.

6. Select Operator -> And then select Value like based on which value you want to filter records.

Here I have selected the Operator as “equals“, and the value as “Salesforce“.

Apply Report Filter in Salesforce

7. Now you can see my report, only those record is displayed whose domain is “Salesforce“.

Apply Filter in Salesforce

This is how we can filter the report in Salesforce Lightning.

How to Apply Filter on Report in Salesforce Classic

Using the following steps, we can apply the filter on a report in Salesforce Classic.

1. Go to All Tabs -> You will see the “Reports” tab -> Click on Reports tab.

Reports in Salesforce Classic

2. Then click on the “New Reports” button to create a new report.

Create New Report in Salesforce Classic

3. Select the Object, here I have selected “Account” Object -> Click on the Create button.

Select Object to Create Report

4. You can see before applying a filter in the rating column, all ratings are displayed. We want only records whose rating is “Warm

Before Applying the Filter in Salesforce

5. To apply a filter, click on the Filters option. -> Click on OK.

  • Field – Based on which field you want to filter records. Here, I have selected the “Rating” field.
  • Operator – Select operator, here I want an equal value to a particular field.
  • Rating field – Click on the Lookup icon and select the value to filter the record with that value.
Filter Records in Salesforce Classic

6. Now, we can see records get filtered with a “Warm” value.

Create a Reports in Salesforce

This is how we can use the filter report feature in Salesforce Classic.

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Conclusion

I hope in this article you have got an idea about what is a report, and what is the filter in a report, we have also seen an example of when we need to use the filter and I have explained how to apply a filter on the report in Salesforce Lightning and Salesforce Classic.

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