---
schema_version: "1"
id: 7bb2ad107578cf3d076e2155092c51c7bd500cafc338415b9fedaab34223050f
title: Dynamically Filter Live Salesforce Reports from Quip
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_dynamic_filters.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_dynamic_filters.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b88c10e8cec3821e8fdbc4b4e9f1659268658dea0860c592d1406074426af081
description: Save time tailoring your master report to each individual by automatically filtering your reports based on your users, region, and more. Add a filtered Salesforce report to a document embedded in a Salesforce record. Embedded reports dynamically filter based on the record’s data.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Dynamically Filter Live Salesforce Reports from Quip

Save time tailoring your master report to each individual by automatically filtering your reports based on your users, region, and more. Add a filtered Salesforce report to a document embedded in a Salesforce record. Embedded reports dynamically filter based on the record’s data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

To embed a document in a Salesforce record, add the Quip Document component to your page layout.

1. In a template, enter @Salesforce Report.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_tip.png)
    
    Tip Any document can be used as a template. Add mail merge syntax to auto-fill your document with information specific to the Salesforce record on which it’s embedded.
2. Select the report you want to add to your template. Click **Next**.
3. To view and edit your report’s existing custom filters in Quip, click the pencil icon.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_note.png)
    
    Note Only custom filters are supported in imported Salesforce reports.
4. Under Advanced, select the checkbox **Reapply filters based on the Salesforce record**. This setting is what enables dynamic filtering. For example, a report filtered by Account Owner and added to a user’s record would refilter based on the accounts owned by that user.
5. Use mail merge syntax to update the filter’s Value. Using the Account Owner example from above, to filter a report by the Account Owner, enter \[\[Account.Owner.Name\]\].
6. Click **Apply**. You can apply up to 20 filters to your imported report. After you’ve configured your report’s filters, click **Next**.
7. To keep your report updated with the latest Salesforce data, select **Live Data**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_note.png)
    
    Note After opening a document, report data automatically refreshes approximately every two hours for up to 36 hours. After the document is open for 36 hours, you can manually refresh the report data by clicking **Refresh Now**.
8. To show a summary view of the report and improve report performance, select **Hide detail rows**. Click **Done**.

Your templated report is ready to use. Add your template to different Salesforce records to have your report’s filters dynamically reapply.

#### See Also

- [Decide Between Template Data Mentions and Mail Merge](https://help.salesforce.com/s/articleView?id=xcloud.quip_mail_merge.htm&release=264.0.0&type=5 "Templates save time copying and pasting, standardize your business practices, and help you get the most out of your Salesforce data. To auto-fill your embedded templates with data from a Salesforce record, you can use Salesforce Template Data Mentions or mail merge syntax.")
- [Quip Document Component](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_doc_component.htm&release=264.0.0&type=5 "With the Quip Document Lightning component you can work with fully functional documents and spreadsheets directly within Salesforce records. All of your favorite features are there—comments, @mentions, live apps, and more. It's all the collaboration that you need, right where you need it.")