Report Filters

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Reports > {report} > Filter

Filters restrict which records, dates, and/or fields to include or exclude from a report. The date filters and field values reflect the fields that are available for the report category you selected.

Contents

Filter by Record Ownership

Ownership filtering allows you to specify the records that will be included in Views or Reports.

Filterbyownership.gif
All Visible Records
All records from all teams. Records that you have created, as well as those assigned to you by others.
My Records Only
My Teams' Records Only
Only records belonging to your team (My Team).
Specific Teams' Records Only
Only the records of users belonging to a selected team. Click the Lookup button to display a list of available teams, and select one or more teams to include their records.
Specific Users' Records Only
Only the records of individual users. Click the Lookup button to display a list of users. Select one or more to include their records.
Records Created By Me Only
Only records that you have created
Unassigned Records
Records that do not have an owner.
Delegated To Me
This option appears for Tasks. It lets you select Tasks that have been delegated to you.

Filter by Date

Date filters provide the ability to search records containing date-formatted fields.

A selection of dynamic date ranges is available, based on either a calendar period (This Month, Last Month), or on a number of days (Last 60 days, Last 120 days).

Filterbydate.gif
Parameters
Choose the date field and date range from the dropdown lists. The available fields will change, depending on the date fields that are included in the object.
Field
Choose a Date Field for use in this filter
Choose the date range type
Fixed
Specify a Start Date and End Date (inclusive); Optionally, enter dates or use the Calendar button
Dynamic
Many options exist for Days, Weeks, Months, Quarters and Years, including both future and past dates; Optionally, choose a Custom Date Range
Current
This Month
First day of this month through today (inclusive)
This Week
Sunday through Saturday; Optionally, choose Custom | Last | 7 | Calendar Day(s) to view the last 7 days of data
Today
Includes all records, from 12:00 am (00:00) to the current time
Tomorrow
Includes all records in the 24 hour period from 12:00 am (00:00) to 11:59 pm (23:59) tomorrow
Yesterday
Includes all records in the 24 hour period from 12:00 am (00:00) to 11:59 pm (23:59) yesterday
Previous
Many options are available, including 30-, 60-, 90-, 120-, and 365-day periods.
Next
Many options are available, including 30-, 60-, 90-, 120-, and 365-day periods.
Calendar (quarter)
Options for current, previous, and next quarter, plus combinations.
Calendar (year)
Options for current, previous, and next year, plus combinations.
Financial
Current Period, Next Period, and Previous Period
Learn more: Financial Periods
Custom
Specify a cut-off date range. The choices include:
Before, After, or in the Next
{some number} of
Calendar Days, Weeks, Months, or Years
Click [Add Date Filter] for additional date-filter rows.

Filter by Field Value

The interactive builder makes it easy to build up a Filter Expression of medium complexity, one line at a time--where each line compares the value of a field to some value. When the Lookup field display type points to Users, a special value of $userid is applicable only for Lookup field display type. $userid dynamically parses to the logged in user ID. The $userid cannot not be used with any other field display type.

Creating a Filter Expression

To create a filter expression:

  1. Select an object field and a comparison operator
  2. Specify a value to compare to
  3. Add or remove comparisons, as needed.

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Note: The multi-value lookup field is not supported in filtering of records in Reports.

Filterexpression ljp11334.png

Specifying Values

Comparison values are most often specified as numbers and strings, as in the example above.

  • Number - a collection of digits: 91410
  • String - a sequence of alphanumeric characters in quotes: 'This is a string'

It is also possible to specify values for other kinds of fields.

Learn more:

Using the Advanced Options

Clicking Advanced Options lets you put parentheses around expression elements, and choose the logical operatores AND and OR to determine how the elements are combined.

Filterexpressionadvanced ljp11334.png

Show Quick Filter Layout Configuration

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Note: Quick Filter is available only in Legacy UI.

In the Filter tab, click Show Quick Filter Layout Configuration to add a Quick Filter tab to the report definition. In that tab, you specify filtering options that appear at the top of the report, where they can be selected by the user.

Quick Filters make it easier for a user to select the records the report runs on.

When defining the report, you specify which fields to display at the top, for use as quick filters. Then, when user runs the report, they can specify values for those fields.

For a example, a report that runs across all divisions of the corporation could be easily modified to show results solely for the Eastern division. The user can then make a different a choice and click [Run Again] to see the new results.

To enable Quick Filters:

  1. Edit (customize) the report.
  2. In the Filters tab, check the box labeled Show Quick Filter Layout Configuration.
    A Quick Filter tab appears to the right of the Filter tab.
  3. In the Quick Filter tab:
    • Select the number of columns of quick filter fields to display
    • Specify whether the Quick Filter label appears at the top or bottom of the report settings.
    • Select which fields appear on the report, and in which columns.
      Picklist, date fields, and checkbox fields can be filtered.
    • Specify whether the Quick Filter section is shown initially collapsed or expanded.
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