How to Filter Opportunity Owner ID in a Report?

Question:

When building a report programmatically using Apex, how can we set up a filter for “Owner ID equals” using a ReportFilter from the Reports namespace? Specifically, what is the correct column name for the Owner ID field on the standard Opportunity object?

I tried the following code, but it results in an error:

Reports.ReportFilter ownerFilter = new Reports.ReportFilter(
    'OPPORTUNITY_OWNER',
    'equals',
    UserInfo.getUserId(),
    Reports.ReportFilterType.fieldValue,
    'Opportunity'
);

Running this for an existing Opportunity report (without the filter pre-defined) gives the following error:

reports.InvalidFilterException: [For the filter 1: Specify a valid filterable column because OPPORTUNITY_OWNER is invalid.]

I also tried using variations like OwnerId, OWNER_ID, and OWNER, but they all yield the same error. What is the correct column name to filter by the Owner’s ID in this scenario?

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Answer:

The standard Salesforce report builder does not allow direct filtering by the Opportunity Owner’s OwnerId. While you can add filters for fields like Opportunity Owner, Alias, Email, or Phone, filtering directly by OwnerId is not supported. This limitation extends to programmatic report building in Apex.

If you inspect the column name used when adding the Opportunity Owner filter through the report builder, you will find that it resolves to FULL_NAME. This can also be confirmed by debugging the getColumn() value of the ReportFilter in Apex. However, filtering directly by FULL_NAME does not equate to filtering by OwnerId in this context.

Workaround Solution

To achieve filtering by the Owner’s ID, you can create a custom formula field on the Opportunity object that directly returns the OwnerId. This field can then be used as a filter in your programmatic report building.

Step 1: Create a custom formula field on the Opportunity object:

• Field Name: OppyOwnerId__c
• Formula: OwnerId

Step 2: Use the formula field in your Apex ReportFilter:

Reports.ReportFilter ownerFilter = new Reports.ReportFilter(
    'Opportunity.OppyOwnerId__c', 
    'equals',
    UserInfo.getUserId(),
    Reports.ReportFilterType.fieldValue,
    'Opportunity'
);

code explanation:

The code snippet creates a report filter programmatically in Apex to filter Opportunity records based on a custom formula field OppyOwnerId__c, which contains the OwnerId value. The Reports.ReportFilter constructor takes five parameters: the column name (Opportunity.OppyOwnerId__c), the filter operator (equals), the filter value (UserInfo.getUserId()), the filter type (fieldValue), and the target object (Opportunity). This filter ensures that the report only includes records where the custom field matches the current user’s ID. By using a custom field, this approach bypasses the limitation of filtering directly by OwnerId in reports.

This approach allows you to filter the report by the Opportunity Owner’s OwnerId while working around the limitation of standard filters.

Alternative Considerations

If modifying the Opportunity object is not feasible, you may need to preprocess data in your Apex logic to filter results by OwnerId before or after retrieving the report data. This requires more manual handling but avoids schema modifications.

Summing Up:

Filtering reports programmatically in Apex using Reports.ReportFilter often encounters limitations with standard fields like OwnerId on the Opportunity object. Salesforce does not directly allow OwnerId to be used as a filter in reports, either through the UI or Apex. To overcome this, a custom formula field, such as OppyOwnerId__c, can be created on the Opportunity object to store the OwnerId. This field serves as a proxy, enabling accurate filtering in reports. The Reports.ReportFilter object then uses this custom field to filter results based on the logged-in user’s ID.

This workaround highlights the importance of custom fields in extending Salesforce’s functionality when default behavior falls short. By leveraging the Reports.ReportFilter constructor with the correct parameters and the custom field, developers can achieve precise and efficient report filtering. This solution ensures that Apex code aligns with Salesforce’s reporting capabilities while addressing specific business requirements.

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