While working as a system admin for an organization that uses Salesforce CRM, the sales team informed me about an issue; when creating a sales report, they could not review and analyze it because of the large amount of data. The requirement was that the sales team wanted to filter out the data quarterly.
To fulfill this requirement, we have a feature called Filter in Salesforce Report. I will show you how to apply a filter in a Salesforce report and create well-structured and organized documents that allow us to access Salesforce records.
In that, I will show you two examples with step-by-step explanations:
- Apply Filters in Salesforce Reports.
- Apply Quotation Mark Filter in Salesforce Report.
Apply Filters in Salesforce Reports
For example, we want to create a report of employee details that displays details of only those employees who work in the Salesforce domain.
Using the following steps, we can apply a filter to the report.
1. If you already created a Report tab while creating an App, then you click on the Report tab.
OR
2. Click on App Launcher -> Search “Reports” -> Click on Reports.
3. To create a new report, click the “New Report” button.
4. Here, you can see I have created a report with employee details and all records displayed in it.
I need only those employees who are in the Salesforce domain.
5. To apply the filter, click Filter -> Select the Field on which you want to filter records; here, I have selected “domain.”
6. Select Operator -> 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.”
7. Now you can see my report. Only records with the domain “Salesforce” are displayed.
This is how we can filter the report in Salesforce Lightning.
Quotation Mark Filter in Salesforce Report
Sometimes, when we want to search for any text value in a Salesforce report that contains a comma in the report filter, it will not appear in the search result. For that, here, we can use the quotation mark filter to search for absolute values.
Let’s understand with an example: there is an account name field in that field, and there is a text value United Oil & Gas, Singapore. If you want to search for this account name, you need to use a quotation mark filter.
- Without using a quotation mark filter, you want to search the company name with the comma-separated text value like Intel Corporation, USA, but you will not get results with this name as an output.
- Using a quotation mark filter, when you search for comma-separated text values like “Intel Corporation, USA,” you will get an absolute value.
Apply Quotation Mark Filter in Salesforce Report
1. Go to “App Launcher” -> Search “Reports” -> Click on Reports.
2. Go to All Category -> to select a Report Type and search Accounts. You can search for the object on which you want to create a report. -> Select Accounts.
3. Click the filter option to apply the filter text values. Then select based on which field you want to filter records. Here, I have selected Account Name.
4. Select Operator “equals” and enter the comma-separated value first without using the quotation mark. Here, I have entered United Oil & Gas, Singapore. -> Click on the Apply button.
5. You can see in the result that no records were returned.
6. Now, we will use the quotation mark. You can see I have used the same field and name and also used quotation marks “United Oil & Gas, Singapore.” Then click on the Apply button.
7. The result is an output. It shows the absolute value.
This is how we can apply the quotation mark filter in Salesforce Lightning.
Conclusion
I hope this article has given you an idea of what a report is and what a filter is. We have also seen an example of when we need to use a filter, and we have also seen what a quotation mark filter is and its uses.
Then, we have seen how to apply the filter and Quotation mark filter in Salesforce Report by example and step-by-step explanation.
You may like to read:
- Show Me Filter in Salesforce Report
- How to Filter Report By Current User in Salesforce
- Contains Filter in Salesforce Report
- How to Create a Salesforce Report Using Cross-Filter
- How to Add and Remove Fields to Report Types in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
