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Report filters and filter logic

Key Takeaway

A record must match all field filters unless you add filter logic. Filter logic applies only to field filters.

Report filters narrow a report so it shows only the records you need, such as opportunities over $50,000 or accounts in California. Each field filter tests one field. Filter logic lets you combine numbered field filters with AND, OR and NOT, so you are not forced to require every filter to match.

Filter types

A report can use several filter types:

  • Standard filters
  • Field filters
  • Filter logic
  • Cross filters
  • Row limit filters

Each type scopes the report data in a different way, so picking the right type is part of building the report. A report can have up to 20 custom filters.

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Describe the options available when creating or customizing a report or report type (join objects together, with or without records, renaming the fields, formulas, bucket, join reports, chart settings, hide details, grouping totals, troubleshooting fields at a high level)

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Report versus report type

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Standard versus custom report types

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Custom report type object joins

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Report type with or without records

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Report filters and filter logic

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Cross filters on reports

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Grouping subtotals and grand totals

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Hide details on grouped reports

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Bucket fields on reports

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Report chart settings

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