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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.”
Getting comprehensive report inventories with owner and report type details from Salesforce requires complex joins and manual data gathering. You need to connect User and ReportType objects to get complete information.
Here’s how to access related object data in single queries without complex manual processes.
Generate complete report inventories with owner details using Coefficient
Coefficient provides access to related object data through advanced SOQL queries. You can gather User and ReportType information alongside report details in single queries, with automated owner change tracking through scheduled refreshes.
How to make it work
Step 1. Create a comprehensive inventory query with related objects.
Use: SELECT Id, Name, FolderName, Format, Owner.Name, Owner.Email, Owner.Department, CreatedDate, LastModifiedDate, LastRunDate, IsDeleted FROM Report WHERE IsDeleted = FALSE ORDER BY Owner.Name, FolderName. This pulls complete owner information in one query.
Step 2. Set up automated refresh scheduling for ownership tracking.
Configure daily or weekly refreshes to monitor when reports change ownership or are modified. This maintains current visibility into report assignments across departments.
Step 3. Apply dynamic filtering for targeted analysis.
Filter reports by specific owners, departments, or report types using AND/OR logic. Point filters to cell values to analyze different segments without editing import settings.
Step 4. Use Snapshot functionality for historical tracking.
Preserve historical report ownership data with scheduled snapshots. Track ownership changes over time and maintain audit trails for compliance purposes in Salesforce .
Step 5. Add Formula Auto Fill Down for additional metrics.
Calculate report age, usage metrics, and create conditional formatting to highlight unused or outdated reports. Formulas automatically apply to new data during refresh.
Maintain comprehensive oversight of your reporting infrastructure
This provides administrators with detailed audit trails and automated updates for report governance initiatives. Start building your comprehensive report inventory with automated ownership tracking.
