Filter Reports by Field Comparisons with Field-To-Field Filters (Generally Available)

Compare the values of two different report fields and return records that satisfy the comparison criteria with a field-to-field filter. For example, return opportunities worth less than projected by comparing the Amount and Projected Amount fields, only returning opportunities which have a lesser Amount.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: Add a field filter, and change Value to Field in the filter dialog. In this example, a field-to-field filter (1) returns opportunities worth less than projected (2).

Filtering report data with a field-to-field filter to see opportnities with Amounts less than Projected Amounts

Now that field-to-field filters are generally available, they can be deployed from one Salesforce org to another as part of a managed or unmanaged package.

Note

Note

Because row-level formulas are now generally available, admins no longer need to enable the feature in Setup. We removed Enable Field-to-Field Filtering in Reports (Lightning Experience Only) from Reports and Dashboards Settings in Setup.