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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.”
Analytics Studio Lens reports cannot be automatically exported to email natively, forcing teams into manual export processes. Salesforce Analytics Studio focuses on visualization but lacks the distribution automation that many organizations need.
Coefficient provides the most effective solution by automating the entire data-to-email pipeline, from Salesforce source data to formatted email delivery.
Automate the complete data-to-email pipeline using Coefficient
Instead of trying to export Lens reports directly, Coefficient connects to the underlying Salesforce data that populates your reports and handles the entire automation process with professional formatting and reliable delivery.
How to make it work
Step 1. Import the underlying Salesforce data that feeds your Lens reports.
Connect Coefficient to your Salesforce org and import from the same objects and reports that populate your Analytics Studio visualizations. Identify the specific Salesforce objects and fields used in your Lens reports, then create Coefficient imports that pull this source data directly.
Step 2. Apply identical filters and groupings from your Analytics Studio setup.
Use Coefficient’s advanced filtering capabilities to replicate the exact criteria from your Lens reports. Set up dynamic filtering that points to cell values for flexible reporting without reconfiguring imports. This maintains the same data scope and accuracy as your original Analytics Studio reports.
Step 3. Configure automated refresh scheduling.
Set up scheduled refreshes at your preferred intervals – daily, weekly, or monthly – to automatically update data before email delivery. The refresh process pulls the latest information based on your filter criteria and prepares it for distribution.
Step 4. Set up email alert configuration for Google Sheets users.
Configure Coefficient’s email alerts with three trigger options: scheduled time, new rows added, or cell value changes. Customize messages with charts, screenshots, and formatted text. Use variable support for dynamic content based on data values or recipient attributes. Set up single or separate messages for different stakeholder groups.
Step 5. Enable advanced features for enhanced reporting.
Use dynamic filtering for flexible reporting parameters, formula integration for auto-calculated metrics like conversion rates and ROI, and historical tracking with append functionality to preserve trends. Combine multiple Lens report datasets into unified email reports for comprehensive stakeholder updates.
Start automating your Lens report distribution
This approach provides more reliable delivery than manual Analytics Studio exports while maintaining data accuracy and professional presentation quality. Begin automating your Analytics Studio email distribution today with Coefficient’s comprehensive pipeline solution.
