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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.”
When permission restrictions prevent moving Salesforce subfolders, copying individual reports to new locations provides a practical workaround for reorganization needs.
You’ll learn the native copying process and discover a superior approach that eliminates these organizational limitations entirely.
Skip the copying hassle with Coefficient’s bulk organization
CoefficientSalesforceSalesforceeliminates the tedious one-by-one copying process by importing multiplereports simultaneously from any folder. Instead of creating duplicate reports in, you organize all your report data in logical spreadsheet tabs with automated refresh capabilities and enhanced analytical features.
How to make it work
Step 1. Import all target reports using Coefficient’s “From Existing Report” feature.
Select multiple reports from various Salesforce folders and import them into your spreadsheet. This bypasses the need to copy reports within Salesforce and gives you access to data regardless of folder permissions.
Step 2. Organize imported data into logical spreadsheet tabs.
Create tabs that represent your ideal folder structure (Sales Pipeline, Lead Reports, Campaign Performance). This gives you the organization you wanted without duplicating reports in Salesforce or dealing with permission constraints.
Step 3. Set up automated refresh schedules.
Configure daily or weekly data updates to keep your organized reports current. Unlike static copied reports, this maintains live connections to your Salesforce data with automatic updates.
Step 4. Apply advanced filtering and cross-report analysis.
Use filtering options not available in original Salesforce reports and combine data from multiple reports for insights impossible within Salesforce’s folder structure limitations.
Get organized without the copying headaches
Start organizingThis approach provides immediate organizational benefits while offering enhanced analytical capabilities beyond what native Salesforce copying can achieve.your reports the smart way today.
