Podcast
Questions and Answers
What is the main purpose of filters in report builder?
What is the main purpose of filters in report builder?
What is the operator used in the example to show only direct customers?
What is the operator used in the example to show only direct customers?
What is a potential issue with using the not equals operator in filters?
What is a potential issue with using the not equals operator in filters?
What is the main purpose of cross filters?
What is the main purpose of cross filters?
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What is a common use case for cross filters?
What is a common use case for cross filters?
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What determines which related objects you see in the child object list when creating a cross filter?
What determines which related objects you see in the child object list when creating a cross filter?
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What is the next step after selecting a parent object when creating a cross filter?
What is the next step after selecting a parent object when creating a cross filter?
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What is the result of creating a report with a cross filter that finds accounts with early stage opportunities?
What is the result of creating a report with a cross filter that finds accounts with early stage opportunities?
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What is the purpose of Filter Logic in creating reports?
What is the purpose of Filter Logic in creating reports?
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What is the default report unique name when creating a new report?
What is the default report unique name when creating a new report?
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What is the result of setting up two field filters with the AND operator?
What is the result of setting up two field filters with the AND operator?
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How can you group filters in Filter Logic?
How can you group filters in Filter Logic?
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What is the purpose of locking filters on the report run page?
What is the purpose of locking filters on the report run page?
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What is the result of changing the filter operator from AND to OR in Filter Logic?
What is the result of changing the filter operator from AND to OR in Filter Logic?
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What happens when you add filters in the report builder?
What happens when you add filters in the report builder?
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Why would Erin want to lock the Lead Source filter in her opportunity report?
Why would Erin want to lock the Lead Source filter in her opportunity report?
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Study Notes
### Study Notes: Filtering Reports in Salesforce
#### Learning Objectives:
- Understand how to filter reports in Salesforce.
- Learn to apply various filters to refine report data.
### Overview
Filtering Reports: Essential for narrowing down the data displayed in reports to focus on specific subsets of information. This helps in extracting meaningful insights and making data-driven decisions.
### Steps to Filter a Report:
1. Access Report Builder:
- Navigate to the Reports tab and select the report you want to filter.
2. Add Filters:
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Use the filter pane to add conditions based on fields. Common filters include date ranges, specific values, and record statuses.
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Field Filter: Select a field and specify criteria (e.g., "Opportunity Status" equals "Closed Won").
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Cross Filter: Filter records based on related objects (e.g., accounts with or without opportunities).
3. Advanced Filters:
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Use advanced filter logic to combine multiple filters with AND/OR conditions.
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Apply row limit filters to restrict the number of records displayed.
4. Save and Run Report:
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Save the filtered report.
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Run the report to view the filtered data.
### Summary
Filtering reports in Salesforce is crucial for focusing on relevant data. By applying field, cross, and advanced filters, users can refine reports to display specific information, aiding in effective analysis and decision-making.
For detailed instructions and hands-on practice, refer to the [Salesforce Trailhead module](https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_filter_your_report?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-ux-designer-credential).
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Description
Learn how to use filters in report builder to ask specific questions about your data. This unit covers the basics of filters and how to build a report.