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Elaine SungElaine Sung 

Report filter using " " on a text value

Hi everyone, 

Im trying to create a report that filters on the opportunity name that contains the text "Gen". The issue im running into is there are other words with 'gen' in it, for example "XYZ Agency". 

I tried the doing "Gen", _Gen_, *Gen* but they aren't giving me the intended result. Is there any syntax/ functionality i should be using instead? Thanks!!
Best Answer chosen by Elaine Sung
Benjamin BratcherBenjamin Bratcher
Hi Elaine,

Unfortunately it is not possible to do this with report filters per this help article (https://help.salesforce.com/articleView?id=notes_on_entering_filter_criteria.htm&type=5" target="_blank).

As a side note, you can use quotation marks when using the Salesforce search functionality. While that does not solve your issue, I figured I would mention that. So you could search for "Gen" and it would only show Opportunities with "Gen". See this help article (https://help.salesforce.com/articleView?id=000337766&language=en_US&type=1&mode=1" target="_blank).

My suggestion would be to either filter by contains Gen and add in filters like does not contain Agency. Keep adding in anything that is not what you want to include in your report. This is really manual and not ideal, but might be necessary. Keep in mind that if your Opportunity name includes both Gen and Agency, it would be filtered out, so you may want to double check that.

The other option would be to find another field on the Opportunity that you can filter by that designates the "Gen" part of the Opportunity Name field. I'm not sure what it is referring to, but if there is another field you could use to identify Opportunities with "Gen" in the name, use that for your filter.

In the meantime, vote on this idea (https://success.salesforce.com/ideaView?id=08730000000YvuGAAS" target="_blank).

Hope this helps!

All Answers

Ankush AgarwalAnkush Agarwal
Hi Elaine,

Report Filter is not case sensitive as per below Salesforce Article:

Filtering isn't case sensitive. For example, searching State contains ID returns all matches for “ID”, but also returns any instances of “Florida” and “Idaho” because they contain “id” in their names.

https://help.salesforce.com/articleView?id=notes_on_entering_filter_criteria.htm

There is an idea suggested at below link, you may vote for it:

https://success.salesforce.com/ideaView?id=0873A0000003XX9QAM

 
Benjamin BratcherBenjamin Bratcher
Hi Elaine,

Unfortunately it is not possible to do this with report filters per this help article (https://help.salesforce.com/articleView?id=notes_on_entering_filter_criteria.htm&type=5" target="_blank).

As a side note, you can use quotation marks when using the Salesforce search functionality. While that does not solve your issue, I figured I would mention that. So you could search for "Gen" and it would only show Opportunities with "Gen". See this help article (https://help.salesforce.com/articleView?id=000337766&language=en_US&type=1&mode=1" target="_blank).

My suggestion would be to either filter by contains Gen and add in filters like does not contain Agency. Keep adding in anything that is not what you want to include in your report. This is really manual and not ideal, but might be necessary. Keep in mind that if your Opportunity name includes both Gen and Agency, it would be filtered out, so you may want to double check that.

The other option would be to find another field on the Opportunity that you can filter by that designates the "Gen" part of the Opportunity Name field. I'm not sure what it is referring to, but if there is another field you could use to identify Opportunities with "Gen" in the name, use that for your filter.

In the meantime, vote on this idea (https://success.salesforce.com/ideaView?id=08730000000YvuGAAS" target="_blank).

Hope this helps!
This was selected as the best answer
Steve MolisSteve Molis
What about something like this?

Filtered By: 1 OR 2

1. Opportunity Name contains "Gen"
AND
2.Opportunity Name does not contain "Agency"
Elaine SungElaine Sung
Thanks for everyones answers. I don't think i can exclude 'Agency' as we have a lot of oppty names that contain Agency and we wouldnt want to exclude those in case they had 'Gen' in the oppty name as well. 

I upvoted for filters to be case sensitive. Thanks!