As a system admin, I worked on Salesforce reports. Recently, the sales manager asked me to create the account’s annual revenue report. However, some account records fields are blank and include null values in the “Annual Revenue” field. To ensure the correct analysis, I need to create a Salesforce report with only records with non-null values in the “Account Revenue” field.
Here, I will explain how to filter out null values in the Salesforce report.
Filter Out Blank Values in Salesforce Reports
In Salesforce, blank values refer to when the user creates records and some fields are optional or not required and the user forgets to enter values in those records. These records are known as blank fields in Salesforce.
While we are creating the report and don’t want a blank value in it at that time, we can use this filter. This enables the user to narrow down the data and makes it more straightforward to analyze.
We can apply a blank values filter in the following features:
How to Filter Out Blank Values in Salesforce Reports
In the following steps, I will explain how we can filter out blank values in the Salesforce report.
1. Click on App Launcher -> Search “Reports” -> Click on Reports.
2. To create a new report, click the “New Report” button.
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.
3. The Annual Revenue field column has some blank values; we need to filter them so that, after filtering out null values, the annual revenue column will display only those account records with populated annual revenue fields.
4. Click on