Alternative methods to download Salesforce CRMA dashboard tables with pagination as PDF

using Coefficient excel Add-in (500k+ users)

Discover reliable alternatives to download CRMA dashboard tables with complete pagination as PDF. Bypass native export limitations effectively.

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Standard CRMA export methods have significant limitations: browser print captures only visible content, PNG downloads truncate data, and the Analytics Download API has Slack integration dependencies. These native methods fail to capture complete dashboard pagination in PDF format.

Here’s the most effective alternative method for complete dashboard pagination export that bypasses these limitations entirely.

Extract complete dashboard datasets with full pagination using Coefficient

Coefficient provides a comprehensive alternative by importing the complete underlying dataset from Salesforce rather than capturing dashboard screenshots. This method retrieves all records across multiple pages without manual intervention and creates formatted spreadsheets that export to PDF with proper page breaks and layouts through Salesforce integration.

How to make it work

Step 1. Identify and import your dashboard’s data sources.

Determine which Salesforce objects and fields populate your CRMA dashboard tables. Use Coefficient’s “Import from Objects & Fields” or “From Existing Report” functionality to pull complete datasets. This captures all records, not just the visible rows in your dashboard.

Step 2. Recreate dashboard logic and formatting.

Apply the same sorting, filtering, and grouping from your CRMA dashboard using Coefficient’s filter options. Structure the data in Google Sheets or Excel with appropriate column widths, headers, and page breaks to match your dashboard layout.

Step 3. Set up automated updates and PDF export.

Schedule automatic refresh to maintain current data using Coefficient’s hourly, daily, or weekly refresh options. Then export to PDF using Google Sheets or Excel’s native PDF export with custom page settings. This ensures reliable performance without “Pupparazzi” or session errors.

Achieve reliable dashboard pagination without native export barriers

This alternative method ensures complete dashboard table pagination in PDF format while providing customizable formatting and automated updates. Start with Coefficient to overcome the technical barriers of Salesforce’s native export tools and get comprehensive dashboard exports.

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