Several different types of filters help you scope your report data: standard filters,
field filters, cross filters, and row limit filters. Each filter type filters your report in
different ways. This list of filter types helps you choose the right filter types for your
report.
| Filter Type |
Description |
|
Standard Filter
|
Standard filters are applied by default to most objects. Different objects have
different standard filters, but most objects include the standard filters
Show Me and Date Field. Show
Me filters the object around common groupings (like “My accounts” or “All
accounts”). Date Field filters by a field (such as
Created Date or Last Activity) and a date
range (such as “All Time” or “Last Month”).
|
|
Field Filter
|
Field filters are available for reports, list views, workflow rules, and other
areas of the application. For each filter, set the field, operator, and value. For all
report types except joined reports, you can 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.
|
|
Cross Filter
|
Filter a report by the child object using WITH or WITHOUT conditions. Add
subfilters to further filter by fields on the child object. For example, if you have a
cross filter of Accounts with Opportunities, click
Add Opportunity Filter and create the Opportunity
Name equals ACME subfilter to only include those opportunities.
|
|
Row Limit
|
For tabular reports, select the maximum number of rows to display, then choose a
field to sort by and the sort order. You can use a tabular report as the source report
for a dashboard table or chart widget, if you limit the number of rows it
returns. |
To add a report with a row limit filter, specify a "name" and "value" in Dashboard
Settings in the Report Builder.
