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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.”
SalesforceStandardreporting tools can’t create reports showing file type and size analysis by parent record because of the complex relationships between ContentVersion, ContentDocument, and ContentDocumentLink objects.
Here’s how to build sophisticated ContentVersion reports that show file storage patterns, type distribution, and size analysis across your records.
CoefficientBuild ContentVersion analysis reports using
Salesforcenative reports hit a wall with ContentVersion analysis. The three-way relationship between ContentVersion, ContentDocument, and ContentDocumentLink makes it nearly impossible to get file metadata by parent record. Coefficient’s custom SOQL capabilities unlock this data for comprehensive storage analysis.
How to make it work
Step 1. Write your ContentVersion analysis query.
Create a custom SOQL query that joins all three objects to get complete file metadata:
Step 2. Export to spreadsheets for advanced analysis.
Import the data into Google Sheets or Excel to create pivot tables showing file type distribution, average file sizes per record, and storage consumption patterns. This level of analysis is impossible with native Salesforce tools.
Step 3. Schedule automatic refreshes for storage monitoring.
Set up daily or weekly refreshes to maintain current storage metrics. Track how file storage grows over time and identify the largest files for storage optimization.
Step 4. Create storage management dashboards.
Build charts showing storage consumption trends, file type breakdowns, and records with the most storage usage. Use this data to manage storage limits and identify cleanup opportunities.
Get file analysis that native reports can’t provide
Start analyzingContentVersion reporting through custom SOQL gives you storage management and file analysis capabilities that are completely unavailable through Salesforce’s native reporting tools.your file storage patterns today.
