Show Me Filter in Salesforce Report

In this Salesforce tutorial, you will learn about what is the Show Me filter, and when we can use it additionally we will see step by step How to use the Show Me Filter in Salesforce Report in the Salesforce Lightning and Salesforce Classic.

What is the show me filter in the Salesforce report?

In Salesforce when we want only a particular role, the user, filter by scope, own opportunities, or all opportunities then the Show Me filter customizes the data based on specific criteria and our requirements and displays the report.

Example 1: As an administrator, I want to display only those records that I own by myself, which means we need to display only records owned by ourselves. Here we can use the Show Me filter option to simplify or get records.

Example 2: Sometimes we need only those records that are owned by the users. Show Me filter gives us the authority to show only the user’s records, in that who user has permission to access that particular object their records can be displayed in reports.

How to Use Show Me Filter Report in Salesforce Lightning

We will see using the following steps how to use the show me filter in the Salesforce report with an example.

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

Create Reports in Salesforce

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

Create New Report in Salesforce

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

OR Filter Report in Salesforce

4. Now we need to add the Show Me filter.

  • Step 1: Click on the Filter option.
  • Step 2: You will see the Show Me option after clicking on that Edit Filter window will popup.
  • Step 3: In the Show Me picklist I have selected the “My Accounts” option because I want records owned by me.
  • Step 4: Click on Apply button, to apply this filter.
Apply show me filter in salesforce

5. Here you can see Four options to select for Show Me records.

  • My accounts: When we select the My accounts option then which records you have owned that records will display.
  • My team’s accounts: Here using this option we can display records as per specific roles in the role hierarchy that we want.
  • All accounts: When we select the All accounts option then all records will display, doesn’t matter who is the owner of those records.
  • Filter by scope: For this option first we need to create a Scoping Rule on an object for which we want to create a report. If the user selects “Filter by scope”, then the results of the list view or report are further filtered by the scoping rule’s record criteria.
Show me filter in Salesforce

6. We have selected the “My Accounts” option. We can see only those records that have been displayed which records owned by you.

Result Show me filter in Salesforce

This is how we can use the Show Me filter in the Salesforce report.

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How to Use Show Me Filter Report in Salesforce Classic

We will see using the following steps how to use the show me filter in the Salesforce report with an example.

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

Show me Report Filter in Salesforce Classic

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

Create show me Filter Report in Salesforce Classic

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

Show me Filter report in Salesforce Classic

4. Now we need to add the Show Me filter.

In the Show picklist, I have selected the “User-owned leads” option because I want records That are owned by Users.

You can see only those records which are owned by Users.

Apply show me filter in Salesforce Classic

5. Here you can see Six options to select for Show records.

  • My Leads: When we select the My Leads option then which records you have owned that records will display.
  • My team’s Leads: Here using this option we can display records as per specific roles in the role hierarchy that we want.
  • User-owned leads: When we want to show other user’s records then we can use this option.
  • Queue-owned leads: for this option, we need to define a queue and add users to that queue. After that, we can use this option.
  • All Leads: When we select the All Leads option then all records will display, doesn’t matter who is the owner of those records.
  • Filter by scope: For this option first we need to create a Scoping Rule on an object for which we want to create a report. If the user selects “Filter by scope”, then the results of the list view or report are further filtered by the scoping rule’s record criteria.
Show me filter in Salesforce classic

This is how we can use the Show Me filter in the Salesforce report.

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Conclusion

I hope in this article you have got an idea about the Show Me filter in the Salesforce report and when we can use it, we have also seen examples of it, types of Show Me filters, and how to use the Show Me filter in Salesforce Lightning and Salesforce Classic.

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