-
How do I filter a report in Salesforce?
How do I filter a report in Salesforce?
-
1 Reply
-
To filter a Report in Lightning Experience, follow steps as follows:
1. On the Reports tab, click a report to open it.
2. Click Edit.
3. Select the Filters tab.
4. Click Add Filter and select a Field Filter from the list.
5. Select an operator for the filter and type the filter value in the next field.
6. Click Apply.
Log In to reply.
Popular Salesforce Blogs
Importance of Building the Right Salesforce Support Team
Customer Care has now become a big industry due to the mass evolution of technology. A consumer is no longer a passive entity; they possess…
5 Features That Salesforce Professionals Want You to Know About
Salesforce has been instrumental in maintaining superior customer relationships for businesses. As Salesforce keeps adding new tools to its ecosystem, customer management has become easier…
Learn How to Display Bar Chart in Salesforce Lightning Web Component
Introduction The graphical representation of information and data is known as data visualization. Data visualisation tools make it easy to see and understand trends, outliers,…
Popular Salesforce Videos
Sharing Rules in Salesforce
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules allow administrators to automatically bypass organization-wide sharing settings.…
Enable Salesforce Einstein Lead Scoring with Less Data - Winter 21
Previously we needed a minimum of 1000 new leads and 120 lead conversions in the previous 6 months to calculate the lead scoring. With Winter…
Field Level Security In Salesforce
Field-level security is a setting that lets Salesforce admins define user restrictions as to who can access specific org data. The setting lets the admin…
