Original reports in Salesforce are static, meaning you can’t interact with them or change the data they show. Dynamic reports, on the other hand, are interactive, allowing you to filter and sort the data as you see fit. This makes it much easier to find the information you need, especially when you’re working with a large dataset. In this article, we’ll walk you through the steps on how to add dynamic filters to Lightning reports.
Adding dynamic filters to Lightning reports is a relatively simple process. First, open the report you want to add filters to. Then, click the “Filters” tab. From here, you can add new filters or edit existing ones. When adding a new filter, you’ll need to specify the field you want to filter on, the operator you want to use, and the value you want to filter for. For example, you could filter by the “Name” field, using the “equals” operator, and the value “John Smith”.
Once you’ve added the filters you want, click the “Apply” button. The report will then be filtered according to the criteria you specified. You can also use dynamic filters to create interactive reports. For example, you could create a report that shows the sales for the current month. Then, you could add a dynamic filter that allows users to select the month they want to view. This makes it easy for users to get the information they need without having to create a new report each time.
How To Add Dynamic Filters To Lightning Reports
To add dynamic filters to Lightning reports, you can use the following steps:
- Open the report in Lightning Report Builder.
- Click the **Filters** tab.
- Click the **+ Add Filter** button.
- Select the **Dynamic** filter type.
- Enter the filter criteria.
- Click the **Save** button.
Dynamic filters are a powerful way to filter your data and get the insights you need. They can be used to filter data based on user input, date ranges, and other criteria.
People Also Ask
How do I create a dynamic filter in Lightning?
To create a dynamic filter in Lightning, you can follow the steps outlined above.
What are the benefits of using dynamic filters?
Dynamic filters offer a number of benefits, including:
- They allow you to filter data based on user input, date ranges, and other criteria.
- They can be used to create more complex filters that would not be possible with static filters.
- They can be used to improve the performance of your reports.
How can I use dynamic filters to improve the performance of my reports?
Dynamic filters can be used to improve the performance of your reports by reducing the amount of data that is processed. By only processing the data that meets the filter criteria, you can speed up the loading time of your reports.
