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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.”
SalesforceYou can’t directly copy filters fromstandard reports to custom report types because each report type has unique field structures and object relationships that often make filters incompatible.
But there’s a better approach that bypasses these limitations entirely and gives you more flexibility than working within Salesforce’s restrictive report framework.
CoefficientRecreate your filtering logic using
Salesforce’sInstead of wrestling withreport type constraints, you can import your data directly and apply the same filtering logic without compatibility issues. This approach accesses Salesforce data through APIs rather than the report framework, so you can filter on any available field regardless of report type restrictions.
How to make it work
Step 1. Import from your existing standard report.
Use Coefficient’s “From Existing Report” feature to capture all current filters and data from your original standard report. This preserves your existing filtering logic as a starting point.
Step 2. Create a new import using “From Objects & Fields.”
Select the same Salesforce objects that your custom report type would use. You’ll have access to all available fields, including custom fields that might not be included in certain report types.
Step 3. Recreate your filter criteria using advanced filtering.
Apply the same filter logic using Coefficient’s AND/OR combinations. You can filter on Number, Text, Date, Boolean, and Picklist fields without worrying about field mapping differences between report types.
Step 4. Set up dynamic filters for easy updates.
Point your filters to specific spreadsheet cells so you can modify filter parameters without editing import settings. This makes your filtering logic reusable across different data structures.
Skip the compatibility headaches
less manual workThis method eliminates the field incompatibility issues that plague standard Salesforce report copying. You get the same filtering results with more flexibility and.
