Create a New Filter for the Activities List

By default, the Today and This Month filters are available on the Activity Report page.

To create a new filter:

  1. Go to Setup → Custom Code → Custom Settings.

  2. Click Manage next to Activity Report Filters.

  3. Click New to create a new filter.

  4. Fill in the details.

    • Enter a filter name, specify its order in the filter picklist on the Activity Report page, and set the filter as active.

    • Select Default Filter, if you want to use this filter by default.

    • In the Filter Query field, enter the SOQL-filter.

      There is a list of data formats and data literals at Help Salesforce.

  5. Click Save.

    new filter

The setup is complete. The filter is available on the Activity Report pages.

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