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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Standard users in Salesforce Lightning face frustrating limitations when trying to reorganize report folders due to permission restrictions that require admin-level access.
Here are practical alternatives that let you create organized report structures without waiting for admin help or permission changes.
Create your ideal report organization using Coefficient
CoefficientSalesforceSalesforceprovides the most effective solution by importing all yourreports regardless of folder location. You can then organize them into logical spreadsheet tabs that make sense for your workflow. This approach bypassesfolder permission restrictions entirely while giving you more organizational flexibility than native folders allow.
How to make it work
Step 1. Import multiple reports from different Salesforce folders.
Use Coefficient’s “From Existing Report” feature to pull reports from various folders into your spreadsheet. You can access any report in your org, regardless of which folder it’s stored in or your permission level for that folder.
Step 2. Create logical organization with spreadsheet tabs.
Set up tabs based on business function (Sales, Marketing, Operations), frequency of use (Daily Reports, Weekly Reports), or department needs. This creates a more intuitive structure than Salesforce’s rigid folder hierarchy.
Step 3. Set up automated refresh schedules.
Configure hourly, daily, or weekly data updates to keep your organized reports current without manual intervention. You can also enable Slack or email alerts when data changes, ensuring you never miss important updates.
Step 4. Apply advanced filtering and organization.
Use filters not available in original Salesforce reports, combine data from multiple reports for enhanced analysis, and add custom calculations that improve report utility beyond what’s possible in native Salesforce.
Start organizing your reports the way that makes sense
Try CoefficientThis approach gives you immediate organizational benefits while maintaining live connections to your Salesforce data.to create the report structure you’ve always wanted without permission constraints.
