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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.”
You can export filtered view data to Excel without admin reporting access by using direct system connections that operate through standard user credentials and API access rather than administrative reporting privileges.
This approach maintains compliance with your existing permissions while providing superior filtering flexibility and self-service analytics capabilities that don’t require admin approval.
Connect directly to your data sources using standard user permissions with Coefficient
Coefficient operates through standard API connections using your individual user credentials, requiring only basic system access permissions rather than admin or report builder rights. Your data access respects existing record-level permissions and field visibility settings.
How to make it work
Step 1. Connect using your standard user credentials.
Establish connections to your systems using your regular login credentials. No administrative approval is required for data extraction, and the connection respects your existing user permission boundaries.
Step 2. Replicate view filtering logic using custom queries.
Instead of modifying existing views, recreate the filtering criteria using custom queries that access the same underlying data. This allows you to get the filtered results without needing view modification rights.
Step 3. Apply complex filtering within the import settings.
Use AND/OR filter logic to match your view’s criteria, with filters pointing to Excel cells for dynamic parameters. This enables interactive filtering without requiring admin-managed scheduled reports.
Step 4. Access objects directly for CRM systems.
For systems like Salesforce, connect directly to standard and custom objects using field-level filtering. Select specific fields and apply filtering criteria that replicate your view’s logic without needing report creation permissions.
Step 5. Set up scheduled refresh for automated updates.
Configure automatic refresh schedules (hourly to weekly) without requiring admin-managed scheduled reports. This provides self-service analytics within your existing permission framework.
Step 6. Combine multiple filter combinations through Excel cell references.
Create dynamic filtering by referencing Excel cells for parameters like region, date range, or status. Change these cell values to instantly update your filtered results without modifying query settings.
Get the filtered data you need without waiting for admin support
This method democratizes data access within existing permission frameworks while providing superior filtering flexibility compared to static admin-created reports. Start accessing your filtered data today without admin dependencies.
