Salesforce Reports Overview

Uses

Use for an exact match. For example, “Created equals today.”

Use for results that are less than the value you enter. For example, “Quota less than 20000” returns records where the quota field ranges from 0 to 19,999.99.

Use when you want results that exceed the value you enter; for example, “Quota greater than 20000” returns records where the quota amount begins at 20,000.01.

Use for results that match or are less than the value you enter.

Use for results that match or exceed the value you enter.

Shows results that don’t have the value you enter. This operator is useful for eliminating empty fields. For example, “Email not equal to <blank>.”

Note

If evaluating more than one value, none of the specified values can exist on the record. For example, if you specify not equal to A & C, only records where the value is neither A nor C are returned.

Use for fields that include your search string, but sometimes also include other information. For example, “Account contains California” would find California Travel, California Pro Shop, and Surf California. Keep in mind that if you enter a short search string, it can match a longer word. For example, “Account contains pro” would find California Pro Shop and Promotions Corporation. This operator is not case-sensitive.

Eliminates records that don’t contain the value you enter. For example, “Mailing Address Line 2 does not contain P. O. Box.”

Note

When specifying filter criteria on roll-up summary fields, does not contain uses “or” logic on comma-separated values. On list views, reports, and dashboards, does not contain uses “and” logic.

This operator is not case-sensitive.

Use when you know what your value starts with, but not the exact text. This operator is a narrower search term than “contains.” For example, if you enter “Account starts with California,” you find California Travel and California Pro Shop, but not Surf California.

Available when you choose a multi-select picklist as the selected field. Use this operator to find records that include one or more of the values you enter.

For example, if you enter “Interests includes hockey, football, baseball,” you find records that have only hockey selected, and records that have two or three of the values entered. Results do not include partial matches of values.

Available when you choose a multi-select picklist as the selected field. Use this operator to find records that do not contain any values that match the ones entered.

For example, if you enter “Interests exclude wine, golf,” your report lists records that contain any other values from that picklist, including values that are blank. Results do not include partial matches of values.

Enter values on separate lines.

Available for dashboard filters only. Use to filter on ranges of values. For each range, the filter returns results that are greater than or equal to the minimum value and less than the maximum value.

For example, if you enter “Number of Employees from 100 through 500,” your results include accounts with 100 employees up to those with 499 employees. Accounts with 500 employees aren’t included in the results.

Available when you create list views based on a Geolocation custom field. Shows results that are within the specified radius from a fixed latitude and longitude. For example, if you enter “Warehouse location within 50 miles 37.775° –122.418°,”, your list view includes all warehouses within a 50–mile radius of San Francisco, California.