Compare Field Values in Salesforce Reports (with Field-To-Field Filters)

Have you ever needed to compare two fields in a Salesforce report? Field-to-Field Filters in Salesforce make it possible to compare values in different fields contained on a Salesforce report when defining report filter criteria – for example, only show me records where X field is greater than Y field.

In this guide, I will show you a Field-To-Field Filters example comparing “Total Donations This Year” and “Total Donations Last Year”. By the end, I am sure you will have thought of many other ways you can use these special filters in your Salesforce reports.

Read more: How to Create a Report in Salesforce

Field Comparisons with Field-To-Field Filters

• While editing a report, select the ‘Filters’ tab. Then choose a field from the ‘Add filter…’ lookup.
• If the field you chose to filter on supports field-to-field filters, then set the Type dropdown to ‘Field’ (if the field does not support field-to-field filtering then the Type dropdown does not appear).
• Choose the Operator and select the field that needs to be compared with.

Let’s take a look at this in practice.

Suppose you have these two fields on the Contact object:

• Total Donations This Year
• Total Donations Last Year

At the moment, your report looks like this:

You only want to select donors that donated more this year than they did last year. Click ‘Edit’ on the report and add a new filter:

In this filter, you compare Total Donations This Year with Total Donations Last Year. Do you spot the difference? Instead of selecting a numeric value for ‘greater than’, you now select a field value, namely, the value of ‘Total Donations Last Year’.

This is the result:

Considerations for Using Field-To-Field Filters

• Field-To-Field comparisons only work on these types of fields: Numeric, Currency, Date and Datetime.
• You can only compare fields of the same data type (in our example, we made a comparison between two currency fields)
• In a report, you can have up to four Field-To-Field filters.
• This only works in Lightning Experience.

What are you going to use Field-To-Field Filters for in your org? Let us know in the comments below.