CRM

kkardein
Member

Creating a Report, Filter 'or' statements

SOLVE

I'm trying to create a report using 'or' statements. I found this help on Trailblazer, but doesn't tell me how to write out the statement in the report. Any advice?

It would be 'Community' equals 'a' or 'b' or 'c' Thanks for any help applinked.

Still very much learning Salesforce and all. 🙂

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a Report, Filter 'or' statements

SOLVE

Hi @kkardein,

 

Just to confirm, are you referring to HubSpot or Salesforce?

 

In case you're referring to HubSpot, OR criteria can currently not be selected directly. In contact reports there is however a workaround: you can create a contact list with your desired criteria and filter your report by that list.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a Report, Filter 'or' statements

SOLVE

Hi @kkardein,

 

Just to confirm, are you referring to HubSpot or Salesforce?

 

In case you're referring to HubSpot, OR criteria can currently not be selected directly. In contact reports there is however a workaround: you can create a contact list with your desired criteria and filter your report by that list.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.