Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead / Salesforce

Published: 01 January 1970
on channel: Umesh Lad
28,319
162

Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead / Salesforce
Trailmix 1 - Fundamentals of Salesforce

Create a Report with Filter Logic

Create an Opportunities report.
Set the following standard filter:
Date: Close Date
Range: All Time
Verify that the following fields are included:
Amount
Probability
Stage
Set up the following filters in this order:
Amount: Greater than 100,000
Probability: Greater than 50
Stage: Contains Closed
Add the following filter logic:
(1 OR 2) AND NOT 3
Save the report.
Report name: Opportunities to Work

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