Report Filters


Standard Filters are applied by default to most objects – often  Show Me and Date Field. Look for them underneath the Add dropdown menu and customize them as necessary.

For each Field Filters, set the field, operator, and value. For all report types except joined reports, add a report filter by dragging a field from the Fields pane to the Filters pane.

Filter Logic add Boolean conditions to control how field filters are evaluated. Add at least 1 field filter before applying filter logic. To add filter logic in the Lightning Experience report builder, click the filters icon | Add Filter Logic. Each filter is assigned a number. To get your report to return records that meet the criteria of Filter 1 and either Filter 2 or Filter 3, use this filter logic: Filter 1 AND (Filter 2 OR Filter 3). Filter logic requires at least one field filter.

Cross Filters filter a report by a child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object.


Report Formulas


Summary formulas are used to evaluate a report’s group subtotals and grand totals. Summary formulas summarize numeric columns with the result at the bottom.

To update a summary formula after adding it to a report, edit it. You can delete a summary formula column that is no longer needed. Functions for use with summary formulas in reports are available under the function category.

When a field is deleted or is unavailable (for example, because of field-level security), all summary formulas that contain the field are removed from the report.

Row Level Formulas

In Reports, you can group records, make calculations, or compare data using Formulas. Row-level formulas go across a single record (row) with the result on same row.

Create your report and select “Add Row-Level Formula” from the Columns drop-down choices.

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