Matrix reports displaying 6k customer records but exporting only partial data encounter this discrepancy because report interfaces use pagination and lazy loading to display large datasets, while export functions implement hard row limits around 2000 rows.
The export process uses different memory allocation constraints than the display interface. Here’s how to access all 6k records for complete matrix analysis.
Reconstruct complete customer order matrix using Coefficient
Coefficient eliminates the partial data export problem from customer order matrix reports by connecting directly to the underlying customer and order data from Salesforce or Salesforce , ensuring access to all 6k records that are visible in your report interface.
How to make it work
Step 1. Pull all customer order data to rebuild the complete matrix.
Connect Coefficient to your Salesforce customer and order objects. Import all 6000+ customer records along with their order data to reconstruct the matrix in your spreadsheet without export limitations.
Step 2. Preserve dimensional relationships across the complete dataset.
Maintain customer-order-time relationships across the complete 6k record dataset. Use object relationships to pull connected data that preserves matrix structure and customer order patterns.
Step 3. Set up dynamic matrix updates with scheduled refreshes.
Schedule refreshes to keep the matrix current with new customer orders. Use daily or weekly scheduling to automatically update your matrix analysis as new transactions occur.
Step 4. Apply custom matrix formulas across all records.
Use Coefficient’s formula auto-fill functionality to calculate matrix metrics across all 6k records. Apply SUMIFS and COUNTIFS functions to analyze customer behavior patterns across the complete dataset.
Ensure complete matrix analysis with all customer records
This approach ensures your customer order matrix analysis operates on complete datasets with full record access, matrix integrity preservation, and automated matrix maintenance. Access your complete 6k dataset for accurate matrix analysis.