6 : Report Filters in Salesforce | Field, Cross & Locked Filters Explained | Salesforce Reports
In this Salesforce tutorial, we deep dive into Report Filters — a powerful way to narrow down data and extract exactly what you need. Whether you're filtering by values or fields, building complex filter logic with AND/OR/NOT conditions, or locking filters to control data visibility, this video walks you through it all step-by-step.
🔎 What You'll Learn: How to add basic and dynamic field filters Using filter logic (AND, OR, NOT) in reports Locking filters to restrict user changes Best practices for building flexible, clean Salesforce reports 📊 Perfect for Salesforce Admins, Analysts, and anyone working with Salesforce Lightning Reports!
🔹 Timestamps:
0.00 - Introduction to report filters in Salesforce
0.14 - Importance of filters and real-world examples
0.45 - Two ways to filter reports (Builder vs. Viewer)
1.00 - Creating a report with filters
1.15 - Adding a basic field filter (Amount greater than 50,000)
2.24 - Using dynamic field comparison (Amount greater than Expected Revenue)
3.26 - Introduction to complex filter logic
4.00 - Creating AND condition with Amount and Stage
4.50 - Adding OR condition using filter logic
6.00 - Fixing conflicts in filter logic setup
7.00 - Verifying correct results from OR condition
7.31 - Using NOT operator in filter logic
8.42 - Getting the same result with cleaner logic
9.11 - Locking filters to prevent editing during report run
10.12 - Demonstrating how locked filters behave when viewing
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🔗 Useful Links
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