Salesforce Lightning Reporting and Dashboards

Hands-on exercise for using the Filter Logic

Let's consider a use case: showing all accounts with Type contains Customer and Country in United States or United Kingdom and include Account with Employee more than 1000 people, regardless of the Account Type and Country:

1. Navigate to the Reports tab and click on the New Report button.
2. Select Accounts Report Type and click on the plus sign under the Accounts & Contacts category.
3. Click on the Create button to continue.
4. Change Show to All accounts.
5. Change the Date Field Range to All Time.
6. Click on the Add button, select Type contains Customer - Direct, Customer - Channel, and tick Locked checkbox.
7. Click on the OK button to confirm the filter.
8. Type country in the Quick Find textbox in the left-hand ...