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- To filter a Salesforce report, you need to123:
- Open the report you want to filter.
- Click Edit.
- Select the Filters tab.
- Click Add Filter and select a Field Filter from the list.
- Select an operator for the filter and type the filter value in the next field.
- Click Apply.
Learn more:✕This summary was generated using AI based on multiple online sources. To view the original source information, use the "Learn more" links.- On the Reports tab, click a report to open it.
- Click Edit.
- Select the Filters tab.
- Click Add Filter and select a Field Filter from the list. In our account filter example, you’d select Industry. ...
help.salesforce.com/s/articleView?id=sf.basics_filte…Use Report Filters
- Click Reports.
- Click New Report.
- Under Recently Used on the left, click All.
- In Search Report Types, enter Accounts and select Accounts.
trailhead.salesforce.com/content/learn/projects/cre…Click and drag the field you want to filter by from the Fields area to the Filter area. Specify the filter criteria for the field. Click OK. 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.www.customguide.com/salesforce/advanced-repor…Salesforce Cross Filters allow you to create a report that identifies records with or without a related record, where you have no need for the related object’s data (so you don’t need those related object’s fields displayed in the report).www.salesforceben.com/what-are-cross-filters-in-s… - People also ask
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WEBJan 12, 2021 · Cross filters are another great way to connect data, and they also help to de-duplicate reports. You can use cross filters to include or exclude records in your report results based on related objects and their …
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