How to Filter Blank Values in Salesforce Report

When you are working on a report, you need to submit only those reports in which all fields have been filled with the value; no single field should be empty. At that time, with the help of a filter blank filter, we can create a report with zero empty fields.

In this Salesforce tutorial, we will learn about filtering values in Salesforce Report, what blank values are, and why there is a need to filter those values. Additionally, we will see step-by-step How to Filter Blank Values in Salesforce Lightning and Salesforce Classic.

Filter Blank Values in Salesforce Report

What is the blank value in Salesforce?

In Salesforce blank values refer to when the user creates the records and some filed 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?

While we are creating the report, and we don’t want a blank value in our report at that time, we can use this filter. 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.

For example, As an administrator, I got a task to create the report without any black value in it and filter all records that contain blank values, so I used Filter blank values to filter the records.

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How to Filter Blank Values in Salesforce Lightning

In the following steps, we will see how to apply Filter blank values in Salesforce.

1. Go to “App Launcher” -> Search “Reports” -> Click on Reports.

Create Filter blank values Report in Salesforce Lightning

2. Click the “New Report” button to create a new report.

Create New Filter blank values Report in Salesforce Lightning

3. Go to All category -> to select a Report Type, Search “Accounts“, you can search on which object you want to create a report. -> Select Accounts.

Apply Blank filter Report in Salesforce

4. You can see in the Type field column there are some blank records; we need to filter them.

Use filter blank value in Salesforce

5. Here, we will see the steps to apply the filter.

  • Step 1: Click on the Filter option. -> Click on the Add filter option. -> Select a field that contains blank values. Here, I have selected the Type field.
  • Step 2: Select the operator as not equal to. -> In the Value search box do not select anything, leave it blank. -> Click on the Apply button.
Apply Filter blank value in Salesforce

6. After applying the filter, you can see that the report does not contain a blank value.

Result Filter blank value in Salesforce

This is how we can apply filter blank values in Salesforce Lightning.

How to Filter Blank Values in Salesforce Classic

In the following steps, we will see how to apply Filter blank values in Salesforce.

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

Filter blank value in Salesforce Classic

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

Create Filter blank value Report in Salesforce Classic

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

Filter blank value report in Salesforce Classic

4. You can see the Title, Lead Source, and Email fields columns there are some blank records, we need to filter them. You can select any field that’s upon you based on which field you want to apply the filter.

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Here, I have selected Lead Source.

Use filter blank values in Salesforce

5. Click on the Filter option. -> Select Field -> Select Operatornot equal to. -> Leave value field Empty. -> Click on the OK button.

Apply Filter blank value in Salesforce Classic

6. After applying the filter, you can see that the report does not contain a blank value.

Use filter blank values in Salesforce Classic

This is how we can apply filter blank values in Salesforce Classic.

Conclusion

I hope in this article you have an idea about filter blank values in Salesforce report, what is blank values, why there is a need to use a filter, and where we can use filter blank values. Additionally, we have seen how to apply filter blank values in Salesforce Lightning and Salesforce Classic.

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