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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.”
Manual folder navigation in Salesforce to catalog reports requires extensive clicking through folder structures and copying information. You need to understand both report details and their organizational hierarchy for proper documentation.
Here’s how to extract report inventories with complete folder hierarchy visualization and automated Excel export.
Generate hierarchical report inventories using Coefficient
Coefficient accesses both Report and Folder objects with relationship data through custom SOQL queries. You get automated sorting by folder structure, Excel export with hierarchical formatting, and scheduled refresh to maintain current organization as reports are moved.
How to make it work
Step 1. Create hierarchical inventory query with folder relationships.
Use: SELECT Id, Name, FolderName, Folder.Type, Folder.AccessType, CreatedDate, LastModifiedDate, LastRunDate, OwnerId, Owner.Name, Owner.Department FROM Report WHERE IsDeleted = FALSE ORDER BY FolderName, Name. This organizes reports by folder structure automatically.
Step 2. Set up automated refresh for organization tracking.
Configure scheduled refreshes to maintain current folder organization as reports are moved between folders. Track organizational changes without manual folder navigation.
Step 3. Use Formula Auto Fill Down for folder path visualization.
Create folder path breadcrumbs with formulas to show complete hierarchy paths. Generate clickable folder links using Salesforce folder IDs for easy navigation.
Step 4. Apply dynamic filtering by folder access types.
Filter by Public, Hidden, or Shared folder access types using AND/OR logic. Analyze folder permissions alongside report organization for security insights.
Step 5. Implement Snapshot functionality for reorganization tracking.
Track folder reorganization over time with scheduled snapshots. Monitor how report organization evolves and maintain historical folder structures.
Eliminate manual folder navigation and cataloging
This provides clear visibility into your Salesforce reporting organization structure with professionally formatted documentation that updates automatically. Start organizing your report inventory with automated folder hierarchy tracking.
