How to Filter Records Owned by Queue in Salesforce Report

In the Salesforce report, sometimes we want only those records of a particular role or records owned by the queue; using this filter, we can customize the data based on specific criteria and our requirements and display the report.

In this Salesforce tutorial, we are going to learn about filtering reports owned by a queue, what a queue is, and what is the purpose of records owned by the queue. Additionally, step-by-step, we will see how to filter reports owned by the queue in Salesforce Lightning and Salesforce Classic.

Filter Reports Owned by Queue in Salesforce

What is the queue in Salesforce?

In Salesforce, queues are the list of records that have no owners. The role of the queues is that if the records that are not allocated to someone are attached to the queues.

The queues are the list of records which has no owner; those records are assigned to the queue, and the queue member takes ownership of those records.

What is the purpose of records owned by the queue in a Salesforce report?

When we have many records and we want to categorize them Salesforce gives some functionality in reports using records owned by the queue filter, we can filter those records which are owned by the queue.

This enables the user to narrow down our data and makes it more straightforward to analyze data. It makes our task easier.

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How to Filter Reports Owned by Queue in Salesforce Lightning

Scenario-1

Let’s consider an example: we have many case records, and we need to display only those cases that are Queue owned cases. Using this example, we will implement the steps.

Using the following steps, we can filter reports owned by the queue in Salesforce.

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

Create Filter Reports in Salesforce

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

Create Report on owned by queue in Salesforce

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

Create case in Salesforce

4. To add the apply Queue-owned cases, click on the Filter option.

  • Show Me: Then click on the Show Me option. In this, we can see there are some options to select this is basically for on which basis you want to show records.
  • Here, I have selected “Queue owned cases“. That means only records will display that are owned by the queue. -> Then click on the Apply button.
Apply owned by queue case in Salesforce Report

5. Here, you can see in the Case Owner column only those records are displayed that have Owned by Queue.

Show case owned by queue in Salesforce Report

How to Filter Reports Owned by Queue in Salesforce Classic

Scenario-2

Let’s consider an example: we want to filter Leads records, and we need to display only those leads that are Queue owned leads. Using this example, we will implement the steps.

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Using the following steps, we can filter reports owned by the queue in Salesforce.

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

Create Filter Reports in Salesforce Classic

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

Create Report on owned by queue in Salesforce Classic

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

Show case owned by queue in Salesforce Classic Report

4. Here, you can see the Show option. In that, we need to select “Queue-owned leads“.

After that, all records owned by the queue will be displayed in the report.

Apply owned by queue case in Salesforce Classic

Conclusion

I hope in this Salesforce article, you have an idea about filtering reports owned by a queue, what a queue is, and what is the purpose of records owned by the queue. Additionally, step-by-step, we will see how to filter reports owned by the queue in Salesforce Lightning and Salesforce Classic with examples.

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