Quick summary
Salesforce filter logic lets you control how multiple report filters interact using AND, OR, and parentheses for complex conditions. By setting filter logic in the Report Builder, you can build precise, targeted reports that surface exactly the data your team needs.
Steps
- Go to Reports and select an existing report, or create a new one.
- Click the filter icon to open the filter panel.
- If you have multiple filters and want to control how they work together, click the Right Arrow sign.
- Choose and set the filter logic on the left panel, including Groups and Filters.
- Define your logic using fields and operators.
- Use AND, OR, and parentheses to define how filters interact for complex rules.
- Keep the Update Preview Automatically toggle ON and click Run to preview results.
- Once satisfied, click Save to save your report.
