Last 12 Months and Last Quarter Filter in Salesforce Report

Using these filters we can create a more structured and understandable report, it helps us to analyze and visualize data. Using these filters we can do time-based analysis, specific time durational performance, comparative analysis, and other things.

In this Salesforce tutorial, we are going to learn about the last 12-month filter and last quarter filter, and additionally, step by step we will see how to add the Last 12 Months and Last Quarter Filter in Salesforce Report in Salesforce Lightning and Salesforce Classic.

What is meant by the last 12 months and last quarter filter in Salesforce?

  • If we have a report, in that report millions of records are there and we want to display only the last 12 months’ records or last quarter’s records then using these filters we can achieve this task.
  • This enables to the user narrow down our data and makes it more straightforward to analyze data. It makes our task easier.

Last 12 months filter in the Salesforce report –

As an administrator, I have a task in that I have thousands of records and I want to show only the last 12 months’ records, I have two ways to filter this report. those we will discuss and step by step I will show you how to achieve this task.

How to add the Last 12 Months Filter Report in Salesforce Lightning

In the following steps, we will see How to add the Last 12 Months and last quarter Filter Report in Salesforce Lightning.

See also  How to Create Opportunities by Month Report in Salesforce

Last 12 Months Filter Report

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

Report Filter in Salesforce Lightning

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

Create new Filter Report in Salesforce

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

Date Filter in Salesforce Report

4. You can see before applying any filter all records displayed in the report.

date Filter in Salesforce

1st way to apply the 12-month filter in the Salesforce report.

5. Configure Custom Date Range

  • Step 1: Click on the Filter option.
  • Step 2: Select the date on which basis you want to filter records. Here I have selected Close Date.
  • Step 3: Select Range as Custom.
  • Step 4: Select Start and End Date.
  • Step 5: Click on the Apply button.
Apply Customer Date Filter in Salesforce

2nd way to apply the 12-month filter in the Salesforce report.

6. Configure Custom Relative Range – Now we want to apply the “Relative date filter“, for that click on the Filter option -> Choose field “Close Date” -> Select operator “equals“.

6. In the relative date field you can type values like YESTERDAY, TODAY, TOMORROW, NEXT 30 DAYS, here I have chosen “LAST YEAR” -> Click on Apply.

Apply relative Date Filter in Salesforce

7. After that you will see the close date of the report displayed by sorting to last year, If the present year is 2024 then the last year will be 2023.

Result Customer Date Filter in Salesforce

Last Quarter Filter Report

1. Now we want to apply the “Relative date filter“, for that click on the Filter option -> Choose field “Close Date” -> Select operator “equals“.

See also  How to Share a Report in Salesforce

In the relative date field, you can type values like YESTERDAY, TODAY, TOMORROW, NEXT 30 DAYS, here I have chosen “LAST QUARTER” -> Click on Apply.

Apply Relative Date Filter in Salesforce Lightning

This is how we can apply the last 12 months and last quarter filters in the Salesforce report.

How to add the Last 12 Months Filter Report in Salesforce Classic

In the following steps, we will see How to add the Last 12 Months and last quarter Filter Report in Salesforce Classic.

Last 12 Months Filter Report

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

Date Filter Report in Salesforce Classic

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

Create Date Filter Report in Salesforce Classic

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

Last month filter

4. Here we have selected the Last 12 months and the field is the joining date. In Salesforce Classic we need to add a custom date range to filter the records by quarter.

  • Step 1: Click on the Filter option.
  • Step 2: Select the date on which basis you want to filter records. Here I have selected Joining Date.
  • Step 3: Select Range as Custom.
  • Step 4: Select Start and End Date.
  • Step 5: Click on the OK button
Apply Customer Date Filter in Salesforce Classic

This is how we can apply the last 12 months and last quarter filters in the Salesforce report.

Conclusion

Now I hope you have got an idea about the last 12 months and last quarter’s filter report, we have seen the use of them and when we can use them, additionally step by step we have seen how to add the last 12 months and last quarter filter in Salesforce Lightning and Salesforce Classic.

See also  Edit Fields Inline on the Report Page in Salesforce

You may like to read