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Report filters and filter logic

Key Takeaway

Without filter logic, a record must match all of your field filters. Filter logic lets you combine the numbered field filters with AND, OR, and NOT. To filter a report by a child object, use a cross filter.

Report filters narrow a report to only the records you care about, such as opportunities worth more than $50,000 or accounts located in California. Filter logic controls how your numbered field filters combine, so a report can answer either/or questions instead of only returning records that match every filter.

Filter types

Several filter types scope report data in different ways:

  • Standard filters
  • Field filters
  • Filter logic
  • Cross filters
  • Row limit filters
Platform App Builder Study Guide

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Identify the features and capabilities available when creating reports, report types, and dashboards

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Standard versus custom report types

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Custom report type field layout

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Report filters and filter logic

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Cross filters on related objects

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Bucket columns in the report builder

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Row-level formula columns

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Dashboard component types

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Tabular reports as dashboard sources

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Report and dashboard folder sharing

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Report and dashboard subscriptions

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Historical trending reports

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