--- schema_version: "1" id: a1e2aac52cd7d9e452e92af9190eb46451edae987f1846856dc02092e858fa23 title: Add Filter Logic to a Report collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/filter_logic.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.filter_logic.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 032bb57fe77b3bab7de890e4f8941c9c0f54a8d5b62fef9fa90c986560049fd6 description: Filter logic governs how and when filters apply to your report. products: - Cross Cloud release: "264" --- # Add Filter Logic to a Report Filter logic governs how and when filters apply to your report. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, and delete reports:

Create and Customize Reports

AND

Report Builder
To create custom list views: Read on the type of record included in the list
To create, edit, or delete public list views: Manage Public List Views
After adding a filter to your report, the filter is numbered. Your first filter becomes Filter 1 and your second filter becomes Filter 2. You apply filter logic based on these numbered filters. For example, let’s say you have a report of Accounts with fields like State, Annual Revenue, and Industry. Your report has these filters: - State includes California, Arizona, Nevada - Industry equals Banking - Annual Revenue greater than 1000000 These three filters cause your report to return accounts in California, Arizona, or Nevada in the Banking industry with annual revenue greater than $1,000,000. But what if you want accounts only in California, Arizona, or Nevada AND in the Banking industry, OR with annual revenue greater than $1,000,000.00? Add filter logic to your report. 1. From the Lightning Report Builder, click **![the filter icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_icon_filter.png) Filters** | **![the filter actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/dropdown.png)** | **Add Filter Logic**. From the Salesforce Classic Report Builder, click **Add** | **Filter Logic**. 2. Enter each filter line number, separated by a filter logic operator. For example, `(1 AND 2) OR 3` finds records that match both Filter 1 and Filter 2, or Filter 3. Here’s a complete table of filter logic operators:
Operator Definition
AND

Finds records that match both values.

1 AND 2
OR

Finds records that match either value.

1 OR 2

For example, Filter 1 is Amount is greater than “$50,000”. Filter 2 is Type equals “New Business”. If you set the filter logic as 1 Or 2, the report returns records that are either high value or new opportunities.
NOT

Finds records that exclude values.

For example, Filter 1 is Industry equals “Biotechnology”. If you set the filter logic as Not 1, the report returns records that aren’t equal to Biotechnology.
3. Click **Save**. Now your report shows Banking industry accounts in California, Arizona, and Nevada with any amount of revenue, and any account with annual revenue above $1,000,000.00. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_note.png) Note - You can’t apply filter logic to standard report filters. - You can add up to 20 custom filters. - Filter logic isn't available for all filters. For example, you can’t use a filter for rollup summary fields. - On reports where object A may or may not have object B, you can't use the OR condition to filter across multiple objects. For example, if you select Account Name starts with M OR Contact First Name starts with M, an error message informs you that your filter criteria are incorrect. - If your field filters use these fields, you can’t include filter logic. - Topics - Description - Any Address Line 1, Address Line 2, or Address Line 3 fields - Forecast Category - Campaign: Member Type - User: Profile Name - Login Status - Custom long text area fields - Old Value or New Value fields - Composite fields, such as Full Name #### See Also - [Notes about Filtering on Types of Fields and Values](https://help.salesforce.com/s/articleView?id=analytics.notes_on_entering_filter_criteria.htm&release=264.0.0&type=5 "Keep these tips in mind when filtering on text fields, date fields, numeric values, picklist values, and blank or null values.")