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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.”
Salesforce doesn’t natively support copying IDs between report filters, but you can create a more efficient workflow by importing both reports into a centralized spreadsheet where IDs can cross-reference automatically.
This method eliminates manual copying errors and provides much more flexibility than Salesforce native cross-filtering capabilities.
Create dynamic cross-report ID filtering using Coefficient
Coefficient lets you import multiple Salesforce reports into the same spreadsheet, then use formulas to match IDs between reports and create dynamic filter criteria. This approach is more reliable and flexible than manual copying.
How to make it work
Step 1. Import both your source and target reports into the same Google Sheet.
Use Coefficient’s multi-report import feature to bring both reports into separate tabs or columns within the same spreadsheet. This creates a centralized hub for all your report data.
Step 2. Create formula-based cross-references between your reports.
Use spreadsheet functions like =VLOOKUP() or =FILTER() to match IDs between reports automatically. For example, =FILTER(ReportB!A:Z, ISNUMBER(MATCH(ReportB!A:A, ReportA!A:A, 0))) will show all rows from Report B where IDs exist in Report A.
Step 3. Set up scheduled refreshes to maintain real-time synchronization.
Configure both report imports to refresh simultaneously, ensuring your cross-referenced data stays current. This eliminates the need to manually copy IDs whenever source data changes.
Step 4. Export filtered results back to Salesforce if needed.
Use Coefficient’s export functionality to push your filtered results back to Salesforce as new reports or to update existing records with your cross-referenced data.
Build a centralized ID management system
Instead of manually copying between Salesforce reports, you create a spreadsheet hub where all your reports can cross-reference data automatically. Set up your automated ID filtering system and eliminate manual copying forever.
