Ask Search:
Minu RastogiMinu Rastogi 

Is there a way to run a single report where the report is summarized differently

I have a scenario where the filters and the fields I want to use are same in both the reports, but I want a report to run on two different dates. For eg: I have a organization where I have created date and joined date. I want to run the report in a way that I get the list of organization created, and list of organization joined. 
This can be done easily in two reports but I want to run only one single report. Is there a way out for this?
Sunil KeshariSunil Keshari
Minu,

For which object are you trying this report?

You can definitely have this report in one if you use filter login "OR" in the report.
Sunil KeshariSunil Keshari
-

Filter Logic Tips

Available in: Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To create, edit, and delete reports: “Create and Customize Reports”
To create or change fields and lookup filters: “Customize Application”

Use the following tips when entering filter logic:

  • When you add filter logic, include each custom filter in the Boolean expression to avoid an input error.
  • Make sure all parentheses are closed.
  • Enclose conditions that have priority in parentheses. For example, “(1 AND 2) OR 3” finds records that meet either both the first two filters or the third. While “1 AND (2 OR 3)” finds records that meet the first filter as well as either the second or third.
  • For report filters only: If you specify filter logic, then add another field filter, the condition is automatically updated. The existing logic is enclosed in parenthesis and the new filter is added with an AND. For example, if your filter logic is “(1 and 2) or 3” and you add another field filter, the updated logic becomes “((1 and 2) or 3) AND 4.”
  • Begin a condition with the term NOT but do not end one with NOT. For example, “NOT 1 AND (2 OR 3 OR 4)” finds records that meet any of the last three filters and excludes records that meet the first filter.
  • Use the line numbers at the beginning of each filter line and separate each line number with AND, OR, or NOT to specify the conditions a record must meet to be included. Use the AND operator to find records that match both values, use the OR operator to find records that match either value, and use the NOT operator to find records that exclude values. Use filter logic to specify the relationship between each filter line. Avoid conditions like “1 AND OR 2” or “(1 2 3).”
  • If you remove a custom filter, remove the corresponding number and its operator from the filter logic to avoid an input error.
  • You can't use filter logic if your field filters use any of the following fields: Description, any Address Line 1, Address Line 2, Address Line 3 fields, Forecast Category, Campaign: Member Type, User: Profile Name, Login Status, and custom long text area fields. This does not apply to Filter Logic on lookup filters.
  • If you lose access to a field defined in a filter, Salesforce removes it from the report and displays results based on the remaining filters. This does not apply to Filter Logic on lookup filters.
  • On reports where object A may or may not have object B, you can't use the OR condition to filter across multiple objects. For example, if you enter filter criteria Account Name starts with M OR Contact First Name starts with M, an error message displays informing you that your filter criteria is incorrect. For more information, see Report Types Tips and Considerations.
  • Use the following examples when entering filter logic:
    Example Description
    (1 AND 2) OR 3 Finds records that match both the first two filter lines or the third. Use the following filter conditions:
    1. Account Owner contains Joe
    2. Industry equals Banking
    3. Annual Revenue greater than 10000000

    This filter can help you find banking accounts owned by Joe or any account with a revenue greater than $10 million.

    1 AND (2 OR 3) Finds records that match both the first filter line and either of the last two.

    Using the same filters in the example above, this report finds all accounts Joe owns that are either in the banking industry or have a revenue greater than $10 million. You can also repeat a filter line in your expression. For example, the expression in this example yields the same results as (1 AND 2) OR (1 AND 3).

    (1 AND 2) OR (3 AND 4) Finds records that match both the first two filter lines or the second two filter lines. This could be useful when compiling a list of key deals that are closing soon. Use this expression with the filters below to find all the opportunities over $1 million that are closing in the next 60 days as well as opportunities over $5 million that are closing in the next 120 days. In this example, your filters would look like this:
    1. Amount greater than 1000000
    2. Close Date equals Next 60 Days
    3. Amount greater than 5000000
    4. Close Date equals Next 120 Days
    (1 OR 2 OR 3) AND 4 Finds records that match any of the first three filter lines that also include the last. For example, using these filter conditions:
    1. Title equals CFO
    2. Functional Role equals CFO
    3. Reports To equals CFO
    4. Contact Owner contains Joe

    Use a filter like this to find contacts owned by Joe that have a title of CFO, functional role of CFO, or reports to the CFO.

    (4 AND (2 OR 3)) OR 1 Finds records that match the last filter line as well as those that match the first and either the second or third filter line.

    For example, using the filter conditions in the example above, results include contacts that have a CFO title as well as contacts owned by Joe that either have a CFO role or report to the CFO. Note that you do not need to enter filter line numbers in order.

Note
Filter logic isn't available for all filters. For example, you can't use them for roll-up summary fields.
Subramanyam MeareSubramanyam Meare
Seeing your scenario  i would prefer to have 2 groupings one for "Create date" & "joned date".
Minu RastogiMinu Rastogi
@Subbu: Thank you for the idea. How can I perform two groupings? 
I am asking because when I tried to do two grouping the report takes the result from created date and then performs joined date. 

@Sunil: Thank You for your help. This problem doesnt solve with OR logic. I tried all the possible methods I can think of.