Filter Reports Using Field Comparisons with Field-To-Field Filters (Beta)

Filter a report by comparing the values of two different report fields. For example, see which cases were modified after the closing date by filtering on cases with a last modified date after the closed date.

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

Note

Note

As a beta feature, field-to-field filtering is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or about it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for field-to-field filtering in Lightning Experience in the Trailblazer Community.

How: In Setup, in Reports and Dashboards Settings, select Enable Field-to-Field Filtering in Reports (Lightning Experience Only) and click Save.

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