If you want to learn Salesforce Report Filters, welcome to the tutorial:
One of the leading CRM tools, Salesforce, has the full potential to deal with bulk data. It offers reporting capabilities that help organizations to make informed decisions.
The Salesforce report filters allow you to display data in reports based on criteria they define, such as record fields, date ranges, or other parameters.
Our tutorials are designed to help you learn the various Salesforce filters used in reports, the proper ways to apply them, and real-world business-related examples. Moreover, our tutorial shows the practical implementation of using these Salesforce Report Filters in both Salesforce Lightning and Salesforce Classic components.
Our tutorial perfectly helps beginners to manipulate and filter data in reports within the Salesforce Reports. You will also learn how these Salesforce filters help developers calculate and do a variety of challenging tasks quickly, with minimal thinking, and in short steps.
So whether you are a developer or an administrator, our Salesforce tutorials can help you get familiar with the powerful Salesforce Report Filters.
|Salesforce Report Filter
|How to Create a Salesforce Report Using Cross Filter
|You will learn step-by-step how to create reports using the cross filter in Salesforce Lightning and Salesforce Classic. It allows us to create a report that associates records with or without related object’s records.
|Contains Filter in Salesforce Report
|You will explore step-by-step contain filter in a report in Salesforce Lightning and Salesforce Classic. It allows users to filter report results based on whether a text field contains a specific value or text string.
|Date Filter in Salesforce Report
|You will be guided step-by-step date filter in report in Salesforce Lightning and Salesforce Classic. It allows you to focus on specific date ranges, such as today, this week, this month, last month, this quarter, last quarter, this year, last year, and custom date ranges.
|How to use OR Filter in Salesforce Report
|You will explore step-by-step how to use OR filter in reports in Salesforce Lightning and Salesforce Classic with examples. It allows you to filter records based on multiple conditions where at least one condition must be met for a record.
|Last 12 Months and Last Quarter Filter in Salesforce Report
|You will learn step-by-step last 12 months and last quarter filter in reports in Salesforce Lightning and Salesforce Classic. It allows you to focus on recent data without having to manually adjust date ranges each time you run the report.
|Show Me Filter in Salesforce Report
|You will explore step-by-step show me filter in reports in Salesforce Lightning and Salesforce Classic. It can be best suited in situations where you want to display only records owned by us.
|How to Create Dynamic Filter in Salesforce Report
|You will learn step-by-step how to create dynamic filter in report in Salesforce Lightning and Salesforce Classic. It can be used where the user can adjust the filter criteria without modifying the report definition itself.
|How to Filter Blank Values in Salesforce Report
|You will be guided on how to filter blank values in report in Salesforce. It can be used when you don’t want a blank value in our report at that time.
For detailed information on each Salesforce filter used in the report and how they can be written and used in your business, click on the Salesforce Filter Name.