Recently, I was working on an account report when the sales manager asked me to create a report on the opportunity object. They want to display only records whose close date is less than 1 Jan. 2024. To create a report, we need to apply a filter on the date field, and we have a relative date filter in the Salesforce report that makes the task easy.
Here, I will explain to you how to apply date and relative date filter in Salesforce reports and list view. In that, we will discuss the following topics:
- Date Filter in Salesforce.
- Example 1: Apply Date Filter in Salesforce List Views.
- Example 2: Apply Date Filter in Salesforce Report.
- Relative Date Filter in the Salesforce.
- Example 3: Apply Relative Date Filter in Salesforce Report.
Date Filter in Salesforce
The Salesforce Report’s date filter only supports the Standard and Custom Date Fields. Using the date filter, we can do time-based analysis, specific time durational performance analysis, comparative analysis, and other things.
It helps us create a more structured and understandable report and analyze and visualize data.
Group by Dates in Salesforce Reports
In Salesforce, we have a feature as filter records Grouped by Months, Years, and Weeks termed grouping.
In grouping by date, we organize a group of data using date-related criteria. For example, we can group opportunities by close date to see closed opportunities or cases by product to see the number of cases for each product.
Example 1: Apply Date Filter in Salesforce List Views
For example, on the account object list view, we want to display only those records whose Due Date__c is greater than 01/01/2024.
I have explained how to use the date filter on the list view in Salesforce in the following steps.
1. In the Account List View, in the Due Date field, you can see all date records. But we need only those records whose due date is greater than 01/01/2024.
2. To apply Date Filter, click on the Funnel icon.
- Then click on the Add Filter option.
- Now, we need to add the Field to which we want to apply the date filter. I have selected the due date field.
- Then select Operator as per your requirement.
- Then, enter Value.
Then click on the Done button and Save the filter.