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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.”
Data Loader requires manual CSV exports and complex setup to extract report metadata from Salesforce . You’ll need to configure object mappings, handle intermediate files, and manually format the results for Excel.
Here’s a more efficient approach that eliminates the CSV conversion step and provides automated scheduling for your report inventories.
Export report metadata directly to Excel using Coefficient
Coefficient connects directly to Salesforce’s Report object using custom SOQL queries. You can extract comprehensive metadata including report names, IDs, types, owners, folders, and last modified dates without the limitations of Data Loader’s manual processes.
How to make it work
Step 1. Set up your custom SOQL query in Coefficient.
Navigate to the Custom SOQL Query option and enter: SELECT Id, Name, FolderName, LastModifiedDate, OwnerId, Format, CreatedDate FROM Report. This pulls all essential report metadata in one query.
Step 2. Configure automated refresh scheduling.
Set up hourly, daily, or weekly refreshes to keep your report inventory current. Unlike Data Loader’s one-time exports, this maintains an up-to-date catalog automatically.
Step 3. Apply dynamic filters for targeted results.
Use AND/OR logic to focus on specific report types, folders, or date ranges. Point filters to cell values for flexible filtering without editing import settings.
Step 4. Export results directly to Excel with preserved formatting.
Your metadata exports maintain proper timestamps and data relationships. No CSV manipulation or manual formatting required.
Keep your report inventory current
This approach eliminates Data Loader’s manual effort while providing ongoing visibility into your Salesforce reporting infrastructure. Try Coefficient to automate your report metadata exports.
