How To Use Filter Logic In Salesforce

How To Use Filter Logic In Salesforce

1. Access Reports: Go to the Reports tab in Salesforce.
2. Create New Report: Click on "New Report" to start a fresh report.
3. Select Report Type: Choose the type of report you want to create.
4. Add Filters: Use the filter panel to add your desired filters.
5. Enable Filter Logic: Click on "Add Filter Logic" to customize your filters.
6. Define Logic: Use numbers to define the order of your filters (e.g., 1 AND 2 OR 3).
7. Preview Results: Click "Run" to see how your filter logic affects the report.
8. Save Report: Save your report with a clear name for future reference.