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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.”
Extracting detailed report configurations from Salesforce requires access to complex metadata fields containing filter definitions and field specifications. Traditional methods can’t easily capture nested filter criteria and custom field usage.
Here’s how to access comprehensive report metadata including filter logic and custom field configurations automatically.
Extract detailed report configurations using Coefficient
Coefficient provides deep access to Report object metadata fields through advanced SOQL queries. You can extract nested filter criteria, field specifications, and detailed report configurations with automated refresh capabilities to track changes in Salesforce .
How to make it work
Step 1. Create advanced metadata extraction query.
Use: SELECT Id, Name, Description, FolderName, Format, ReportMetadata, FiltersCriteria, GroupingsDown, GroupingsAcross, AggregateColumns, DetailColumns, CustomDetailFormula, CreatedDate, LastModifiedDate, OwnerId, Owner.Name FROM Report WHERE IsDeleted = FALSE. This captures comprehensive report structure details.
Step 2. Set up automated refresh for configuration tracking.
Configure scheduled refreshes to monitor report definition changes over time. This tracks when report logic, filters, or custom fields are modified without manual checking.
Step 3. Use Formula Auto Fill Down to parse complex metadata.
Create formulas to parse filter JSON into readable formats and extract specific custom field usage. Formulas automatically apply to new reports during refresh cycles.
Step 4. Apply dynamic filtering for specific field analysis.
Filter reports using specific custom fields or filter criteria patterns. Use AND/OR logic to identify reports with particular configuration characteristics.
Step 5. Implement Snapshot functionality for change tracking.
Preserve historical report definition changes with scheduled snapshots. Track how report logic evolves over time and maintain documentation of configuration changes.
Maintain comprehensive documentation automatically
This provides administrators with detailed insight into report logic and filtering that’s difficult to extract through traditional methods. Start documenting your report configurations with automated metadata extraction.
