Would you rather watch a video about how to use the compare tool in Reports, including a walkthrough of advanced filtering? Check out our video tutorial here.
Once you've mastered the basics of creating a report, you're ready to start using filters.
Filters are a way to further pare down the results of your comparison to only include records whose data meets very specific criteria. For example, you might want to only view records of a certain account type that exist in a specific geographic region. As long as the property exists in your data, you can apply the filter.
Start by clicking the Filters tab on the sidebar.
Select a Field to Filter Your Table
Click into the empty text box to select a field. The field selector provides you with a list of all the fields available in your data, organized by object. You can choose any of these fields to filter by. For example, if we wanted to filter by the Region of the company in our results set, we would navigate to the Region field on the Account object.
The Comparison Operator
Next you will choose what kind of check you want to run on the field you selected.
The is operator will cause the filter to only include records where the the field you selected matches the value(s) you provide next.
The is not operator does the opposite, excluding any records that match the value(s) you provide next.
The is null and is not null operators are special cases that allow you to include or exclude records based on if they contain the special value NULL. If you aren't familiar with the concept of NULL values in databases, you probably won't need to worry about this option. Note that if you choose either of these selectors, the values list will disappear as it is not needed.
The is empty and is not empty operators are special cases that allow you to match against a blank value. These are necessary because the values list is unable to capture the concept of a blank value. Note that if you choose either of these selectors, the values list will disappear as it is not needed.
The Values List
This final section of the filter builder allows you to specify one or more vales for the filter. It offers a predictive type-to-search feature that will automatically suggest values from your data set based on what you type.
After selecting one value, you can continue selecting to add another value to be included in the filter logic. In our case, we chose to include records where the Region is APAC or EMEA.
In some cases, you may want to introduce complex logic by filtering on multiple fields, and even using a combination of and logic between your filter groups.
Click "and" below your current filter to add another filter group to your logic. Within your filter group, you will be able to choose if the logic you apply to this field is applied in an "and" (both must be true) or "or" (either must be true) fashion.
Using this feature, we've now created a complex filter that will allow us to only view the results from our comparison that are in the EMEA or APAC Regions and the Sales Stage is Prospecting. Hooray for leads!
Filtering on Partner Data
To filter on partner data, you must follow these steps:
Select a single one of your populations
Select a single partner and a single partner's population
In the filters tab, click on the link to add a partner filter below your own filters.(Note: there must be a data sharing rule set up from your partner's population to your population for the "+ Add Partner Filter" button to appear.)
Once you've clicked "+ Add Filters", the filter builder works exactly like it does for your own population.
Things to note for filtering on partner data:
You can have filters on your own company and a partner's company at the same time
The only fields that will appear in your partner's populations filters are fields that are shared within the sharing rule for the selected populations. You cannot see any data that they haven't shared with you in the context of the specific report you are running.
Auto-complete does not work for partner's data. This is for security reasons. You must enter in the exact value for the filter to return correct results.
Give us a second... these may take longer to run than reports that only have filters on your own data. Give the report a little extra time to run. If things are moving really slowly, please reach out to us via chat.