Traditional reporting systems impose export row limits around 2000 rows due to file processing constraints and memory management during Excel generation, affecting weekly customer order analysis reports that aggregate large datasets.
Instead of fighting the 2000-row limitation, you can bypass the export function entirely with direct data connections. Here’s the complete solution.
Pull unlimited customer order data using Coefficient
Coefficient provides a direct solution by connecting to your Salesforce or Salesforce data source and pulling all customer order information into your spreadsheet without restrictions.
How to make it work
Step 1. Set up a direct data connection.
Connect Coefficient to your Salesforce org and access customer and order objects directly. This bypasses the export function that creates the 2000-row limitation.
Step 2. Apply custom filtering for your weekly analysis.
Use dynamic filters to pull specific customer segments or date ranges. Point filters to cell values so you can adjust your weekly analysis parameters without editing import settings.
Step 3. Schedule automated weekly refreshes.
Set up weekly refreshes to automatically update your customer order analysis. Choose specific days and times that align with your reporting schedule.
Step 4. Build historical data with append functionality.
Use Coefficient’s append feature to add new weekly data while preserving previous patterns. This creates a comprehensive view of customer purchase behaviors over time.
Get complete customer datasets without export workarounds
This eliminates the need to split reports into multiple exports and provides comprehensive customer recurrence patterns across your entire customer base. Try Coefficient free to access unlimited customer data.