How to Create Report on Blank Values in Salesforce

In Salesforce, when we want to create a report on the blank values at that time, we can use the Salesforce report filter to display those records that contain blank values.

In this Salesforce tutorial, we will learn about displaying blank values using blank value filters in Salesforce, what is blank values, and why there is a need to filter those values. Additionally, we will see how to create a report on blank values in Salesforce Lightning and Salesforce Classic.

Blank Values in Salesforce Report

What is the blank values in the Salesofcve Report?

In Salesforce blank values refer to when the user creates the records and some fields are optional or some fields are not required and the user forgets to enter values in that records, that records are known as blank values in Salesforce.

Why is there a need to use filter blank values in Salesforce?

When we have many records and some records have blank values when we want to insert value in those records using this filter we can easily find those records that fields left as blank. This filter helps to find the blank value records and saves the user time. This enables the user to narrow down our data and makes it more straightforward to analyze data.

Where can we use filter blank values in Salesforce?

We can use filter blank values –

  • In Salesforce Report.
  • In Salesforce List View.
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Example –

For example, As an administrator, I got a task to create a report on those records that contain the blank values. It will help the user to find the records in which he wants to insert data later. Using this example, we will see how we can create blank value reports.

In the next section, we will implement this example with the steps.

How to Create Report on Blank Values in Salesforce Lightning

Using the above example, we will create a report on blank values in Salesforce.

1. First log in to Salesforce org, and you will see the Home Page, then on the left side you will see nine dots which is the App Launcher, click on it, and in the Search box type Reports and click on Reports.

Create Filter blank values Report in Salesforce Lightning

2. Now when we want to create a new report there is a button on the right side of the screen New Report, click on that button.

Create blank values Filter Report in Salesforce Lightning

3. Here we need to select Object, to select the object on the left sidebar you will see the Category option in which we need to click on the All option and then we can select or we can search for the object.

Here, I have selected the Account object. Then click on the Start Report button.

Apply Blank value filter Report in Salesforce

4. After clicking on the Start Report button default fields with a column will display, you can see in the Type column some fields are blank, we need to show all blank fields.

Blank value filter Report in Salesforce Lightning

5. To display all blank values click on the Filter option and follow the below steps.

  • Field: In the add filter lookup dialogue box, select the Field. I have selected the Type field.
  • Operator: We want blank values for that our logic will be Value = Null, so we select equals operator.
  • Value: The value field we leave as blank as per our logic and condition. Then click on the Apply button.
Apply empty value filter Report in Salesforce Lightning

6. Now we can see in the report only those records displayed, that have a Type field value is Blank.

How to create a blank values report in Salesforce Lightning

This is how can create a report on blank values using a filter in Salesforce Lightning.

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How to Create Report on Blank Values in Salesforce Classic

I got a task to create employee records, and while creating the records at that time, some of the employees’ email was not entered, so to find the records with blank email fields, I created and ran a report and got the records with blank emails.

In the below steps, I will explain how you can get the records with blank email fields by creating a Salesforce report.

1. In Salesforce Classic, on the Setup page, you will see the + Plus icon in the right corner; click on that icon. As you click on the + Plus icon, you will see All Tabs displayed on your screen. From these Tabs, click on the Report Tab.

Apply Blank value filter Report in Salesforce Classic

2. To create a new report, click on the New Report button.

How to create a report on blank values in Salesforce Lightning

3. Then you need to Search or you can select the Object that you want to create a Report. Here, I have selected Leads Object and then clicked on the Create button.

Create blank values Filter Report in Salesforce Classic

4. Now, here we can see in the Email field there is no blank value, and we need only blank values. To fetch the blank values, we need to apply the Filter. So click on the Filter option and follow the below steps.

  • Select the Email field because we want all emails with blank values.
  • Then click on the equals operator to fetch the records.
  • Then in the value field, we want blank records so we don’t need to enter any value, we can enter only (“”) two quotation marks or we can leave it blank. Then click on the OK button.
Apply empty value filter Report in Salesforce Classic

5. Then you can see in the Email field all blank records are displayed. This will help the user to identify the blank email values in Salesforce records.

How to create a blank values report in Salesforce Classic

This is how can create a report on blank values using a filter in Salesforce Classic.

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Conclusion

I hope in this tutorial you have got an idea about displaying blank values using blank value filters in Salesforce, in that we have seen what is blank values, and why there is a need to filter those values.

Additionally, we also have seen how to create a report on blank values in Salesforce Lightning and Salesforce Classic with different examples.

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