Hi everyone! I'm currently working @on the Reports & Dashboards for Lightning Experience model, Create Reports with the Report Builder unit. I'm trying to do the follow-along example for the Use Cross-Object Filters and Use Filter Logic but I'm getting stuck once I need to add the filter logic. The option just doesn't look available for selection. I deleted the whole report and did it again just in case I was doing something wrong but got the same thing the second time around. Not sure this is a technical issue or something else is happening. I appreciate any help on this. Thanks in advance!
#Trailhead #Trailhead Challenges #TrailheadAcademy
Hello Paula,
After adding a filter to your report, the filter is numbered. Your first filter becomes Filter 1 and your second filter becomes Filter 2. You apply filter logic based on these numbered filters.
For example, let’s say you have a report of Accounts with fields like State, Annual Revenue, and Industry. Your report has these filters:
- State includes California, Arizona, Nevada
- Industry equals Banking
- Annual Revenue greater than 1000000
Then your filter logic will be (1 AND 2) OR 3 or you can change accordingly.
Reference for more information
https://help.salesforce.com/s/articleView?id=sf.filter_logic.htm&type=5
