Chat with us, powered by LiveChat

Advanced Report Filters

How to Use Advanced Report Filters in Salesforce

Advanced Report Filters

Once you’ve got the hang of using the filters, you can begin to use the advanced filters which are able to filter by more than one field.

Filter by More than One Field

  1. Click and drag the field you want to filter by from the Fields area to the Filter area.
  2. Specify the filter criteria for the field.
  3. Click OK.
    Filter by More than One Field

The search results are filtered by your selected criteria. By default, records must meet every condition listed. This means that your search criteria cannot conflict with each other.

Display Filter Logic

You can always edit your filter logic to search for other records.

  1. Click the Filters Add button.
  2. Select Filter Logic.
    Display Filter Logic

    A new Filter Logic field appears, which shows how each of the conditions are being evaluated.

  3. Edit the Filter Logic.
    • You must use AND / OR statements between each number.
    • Type the word AND to specify the next part of the criteria.
    • Use () to evaluate a section separately, so type an open parenthesis to evaluate the 2 state fields.
    • Type the start value to include the first field condition.
    • Type OR.
    • Type the end value and a closed parenthesis to finish the statement.
  4. Click OK to save your changes.
    Display Filter Logic

Edit Filter Criteria

It's easy to edit and remove filter criteria.

  1. Point to the criteria you want to edit.
  2. Click Edit.

    You can also click Remove to remove the criteria altogether.

    Edit Filter Criteria
  3. Edit the criteria.
  4. Press Enter when you're done.
    Edit Filter Criteria

Salesforce updates the report filter.