Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Working with report filters


The report is one of the most powerful features of the Salesforce platform. Depending on your permission, as a business user, you can build your own reports within minutes, and manage them without help from any Salesforce administrator or developer.

We have discussed many things related to reports, such as permissions to create reports; permissions related to the report folder; the report type, which determines objects and fields available for reports; and the report format, which provides the report layout.

Another important item related to reports is the report filter. Report filters allow us to define which data conditions we want to use to include records in a report based on some criteria. The filter criteria in reports are almost similar to the filter criteria we found in list views, workflow rules, and other areas in Salesforce, but filter criteria in reports are more powerful.

For each filter criteria, you need to set the field, operator, and value. You can...