Reports & Dashboards for Lightning Experience

Questions and Answers

What is the main purpose of filters in report builder?

To get more specific results in a report

What is the operator used in the example to show only direct customers?

Equals

What is a potential issue with using the not equals operator in filters?

It can cause the report to run slowly or time out

What is the main purpose of cross filters?

To extend reports to objects related to the original objects Signup and view all the answers

What is a common use case for cross filters?

Exception reporting Signup and view all the answers

What determines which related objects you see in the child object list when creating a cross filter?

The parent object selected Signup and view all the answers

What is the next step after selecting a parent object when creating a cross filter?

Select an operator Signup and view all the answers

What is the result of creating a report with a cross filter that finds accounts with early stage opportunities?

A report that finds accounts with early stage opportunities Signup and view all the answers

What is the purpose of Filter Logic in creating reports?

To apply filters based on conditions Signup and view all the answers

What is the default report unique name when creating a new report?

The report name with a unique identifier Signup and view all the answers

What is the result of setting up two field filters with the AND operator?

Results are returned if the data matches both of the filters Signup and view all the answers

How can you group filters in Filter Logic?

Using parentheses Signup and view all the answers

What is the purpose of locking filters on the report run page?

To prevent users from changing the filter values Signup and view all the answers

What is the result of changing the filter operator from AND to OR in Filter Logic?

Results are returned if the data matches either of the filters Signup and view all the answers

What happens when you add filters in the report builder?

The filter values become available for selection on the report run page Signup and view all the answers

Why would Erin want to lock the Lead Source filter in her opportunity report?

To share only the data on partner opportunities with the indirect sales team Signup and view all the answers

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:

Use the filter pane to add conditions based on fields. Common filters include date ranges, specific values, and record statuses.
Field Filter: Select a field and specify criteria (e.g., "Opportunity Status" equals "Closed Won").
Cross Filter: Filter records based on related objects (e.g., accounts with or without opportunities).

3. Advanced Filters:

Use advanced filter logic to combine multiple filters with AND/OR conditions.
Apply row limit filters to restrict the number of records displayed.

4. Save and Run Report:

Save the filtered report.
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).