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Salesforcedoesn’t provide native functionality for bulk transferring date range filters between report types because each filter must be manually recreated, and date fields may have different names or availability between report types.
This makes bulk operations impossible through standard Salesforce tools. But you can create dynamic date filtering that works across different data structures and updates multiple reports simultaneously.
Set up dynamic date filtering across multiple imports
CoefficientSalesforceexcels at handling date range filtering across differentdata structures with dynamic filters that reference spreadsheet cells, allowing you to modify date ranges for multiple imports simultaneously.
How to make it work
Step 1. Create dynamic date range filters.
Set up date range filters that reference specific spreadsheet cells. For example, cell A1 contains your start date and B1 contains your end date. All your imports can reference these same cells.
Step 2. Apply reusable date logic across imports.
Set up relative date filters like “Last 30 Days” or “This Quarter” that automatically adjust and can be applied to any Salesforce object with date fields. These work regardless of report type constraints.
Step 3. Use bulk filter application.
Apply the same date range criteria across multiple Coefficient imports of different Salesforce objects without manual recreation. Each import references your master date cells.
Step 4. Set up advanced date filtering combinations.
Use complex date logic combining multiple date fields (Created Date, Modified Date, Close Date) across different objects in a single import. This level of flexibility isn’t possible with standard report types.
Update all your date filters instantly
Try dynamic filteringWhen you update the dates in your reference cells and refresh your imports, all your reports automatically update with the new date range, regardless of which Salesforce objects they represent.today.
