How to Use Filter Logic in Salesforce

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Here is how you can use filter logic to combine filters and control how they work:

1. Go to Report and select an existing report. (or create a new report.)
2. Click on the filter icon on the top right.
3. If you have multiple filters and want to control how they work together, click on the Right Arrow sign.
4. Choose and set the filter logic on the left. (Group, Filter)
5. Define your logic using fields, operators (AND, OR), and parentheses (for complex rules) to define how filters interact.
   • Example: (Stage = 'Closed Won' OR Stage = 'Closed Lost') AND Amount > $10,000 (This shows opportunities that are either Closed Won or Closed Lost with an amount greater than $10,000)
6. Keep the Update Preview Automatically toggle on and hit Run.
7. Once happy, click Save and save your report.

Note:

• Start simple with AND or OR.
• Use parentheses for complex logic (prioritize AND over OR).
• Always test before saving.