As a Salesforce admin, while working on reports, I created a report on account records in Salesforce. In that report, I had to display the account records created by me, but when the report was generated, it displayed all the created records, including the one created by another user.
I have added the show me filter to the Salesforce report to display the account records I created. Here, I will explain to you about the show me filter, and then I will show you how to apply the show me filter in the Salesforce report.
Show Me Filter in Salesforce Report
In Salesforce, when we want to create a report on particular records, users, or roles, the Show Me filter customizes the data based on specific criteria and our requirements and displays the report with those specific records.
Apply Show Me Filter in Salesforce Report
Using the scenario, I will explain How to create a report on records that I own using the show me filter in Salesforce Report.
1. Go to “App Launcher” -> Search “Reports” -> Click on Reports. Then click on the New Report button.
2. Go to the All category -> to select a Report Type, search “Account.” You can search for the object on which you want to create a report -> Select Account.
3. Now, we need to add the Show Me filter.
- Click on the Filter option. -> Show Me filter. -> The Edit Filter window will pop up.
- In the Show Me picklist, I selected the “My Accounts” option because I want records owned by me.
- Click on the Apply button to apply this filter.
4. Here, you can see options for the Show Me report.
- My accounts: When we select the My accounts option then which records you have owned that records will display.
- My Team’s Accounts: This option allows us to display records according to specific roles in our desired Role hierarchy.
- All accounts: When we select the All accounts option, all records will display, regardless of who owns them.
- Filter by scope: To use this option, we first need to create a Scoping Rule on an object we want to create a report. If the user selects “Filter by scope,” the list view or report results are further filtered by the scoping rule’s record criteria.
5. We have selected the “My Accounts” option. We can see only the displayed records, which you own.
This is how to use the show me filter in the Salesforce report.
Filter Reports Owned by Queue in Salesforce
Let’s consider an example: We have many case records, and we need to display only those cases owned by the queue. Using this example, we will implement the steps. Using the following steps, we can filter reports owned by the queue in Salesforce.
1. Here, we will create a New Report. Go to All Category -> to select a report type and Search Opportunities. You can search for which object you want to create a report. -> Select Opportunities.
2. To add the apply Queue-owned cases, click on the Filter option.
- Show Me: Then click on the Show Me option. We can see there are some options to select, basically based on which basis you want to show records.
- Here, I have selected “Queue-owned cases.” This means only records owned by the queue will be displayed. Then click on the Apply button.
3. Here, in the Case Owner column, only those records that the queue has owned are displayed.
This is how we can Display Records Owned by Queue in Salesforce Report.
Conclusion
I hope this article has given you an idea about the Show Me Filter in Salesforce Report and when we can use it. We have also seen examples, types of Show Me filters, and how to use the Show Me filter as a filter record to display that own you and own by queue.
You may like to read
- How to Filter Report By Current User in Salesforce
- How to Create Dynamic Filter in Salesforce Report
- How to Create Pipeline Reports in Salesforce
- How to Create Report Sort by Record Count in Salesforce
- How to Create a Report on Object Field History Tracking in Salesforce
- How to Find Out when a Report was Last Run in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
