How to Add Filter Logic in Salesforce Report

Quick summary

This demo walks you through how to add filter logic in a Salesforce Report, letting you control how multiple filters interact using AND/OR logic. In just a few steps, you can customize report results with precision directly inside Salesforce's report editor.

Steps

1. Type 'Report' in the search bar at the top of your dashboard.
2. Select a report from the results to open it.
3. Once the report page is open, click 'Edit' at the top right.
4. Go to the filter section on the left side of the report page and add your filters.
5. Once filters are added, click the dropdown button and select 'Add Filter Logic'.
6. Enter your filter logic using the numbers assigned to each filter, then click 'Apply' to save.