Filtering Your Reports

Why filter?#

Filters limit which records a report includes. Every report — tabular or pivot — uses the same two-part filter panel: a Date Range and a list of Criteria. Open it from the Filters tab in the builder.

Date Range#

First choose a Date Field to filter on (Created Date and Modified Date are always available, plus any date field on the module). Then pick a Preset or a custom range:

• Last 7 days

• Last 30 days

• Last 90 days

• Month to date

• Quarter to date

• Year to date

• Custom range — pick an exact From and To date

Criteria#

The Criteria section adds field-based conditions. Click + Add and build a rule with a field, an operator, and a value. The operators available depend on the field type:

• is / is not — exact match

• is any of / is none of — match a list of picklist values

• greater than / ≥ / less than / ≤ — for numbers and dates

• has value — the field is not empty

Date fields relabel the comparison operators to calendar words such as on, after, and before.

AND / OR logic#

When you add more than one criterion, a connector appears between them. Use AND to require every condition, or OR to match any of them.