Can you filter Salesforce summary fields for timecard totals below threshold

No, you cannot directly filter Salesforce summary fields in reports. Summary fields like sum, average, and count can only be displayed in report footers or groupings but cannot be used as filter criteria.

Here’s why this limitation exists and how to work around it for timecard threshold filtering.

Work around summary field limitations with external aggregation using Coefficient

SalesforceCoefficientSalesforceThis is a corereporting limitation because reports filter on individual record values only, and summary calculations occur after filtering is applied.provides the solution by extracting individual timecard records and creating custom aggregations that can be filtered – somethingnative reports simply cannot do.

How to make it work

Step 1. Extract raw timecard data.

Import individual timecard records from Salesforce with employee ID, date, and hours fields. This gives you the granular data needed for custom summary calculations that can be filtered.

Step 2. Create custom aggregations.

Use spreadsheet functions to build your own summary calculations:. This creates the equivalent of Salesforce summary fields but in an environment where they can be filtered.

Step 3. Apply threshold filtering.

Filter results to show only employees below your 40-hour threshold. Unlike Salesforce, you can now filter on these calculated totals because the aggregation happens before the filtering step.

Step 4. Set up automated monitoring.

Schedule regular data refreshes to maintain current information. Create alerts when employees fall below thresholds, transforming static summary reporting into dynamic workforce management.

Get the filtering capabilities Salesforce can’t provide

Start filteringThis approach transforms Salesforce’s summary field filtering limitation into a flexible, automated solution for timecard management.your aggregated timecard data today.