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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.”
Traditional Salesforce data exports become static immediately after download and require repeated manual effort, making weekly hour analysis inefficient and prone to outdated information.
Here’s how to streamline the export and filtering process with automated data extraction that maintains real-time connectivity to your timecard data.
Automate timecard exports with live data connectivity using Coefficient
SalesforceCoefficientSalesforceManual CSV exports fromhave no automated refresh capabilities and require complex setup for weekly aggregation analysis.streamlines this process by continuously syncingtimecard data to spreadsheets where you can perform advanced filtering on aggregated weekly totals using scheduled processing that eliminates manual intervention.
How to make it work
Step 1. Set up automated data export.
Connect to your Salesforce timecard objects or existing timecard reports using Coefficient. Configure filters to pull relevant date ranges like current or previous weeks, eliminating the need for repeated manual downloads.
Step 2. Create weekly hour calculations.
Build SUMIFS formulas to calculate weekly hour totals per employee:. This aggregates individual timecard entries into meaningful weekly totals for analysis.
Step 3. Apply filtering and formatting.
Use data filters to show employees with less than 40 hours and add conditional formatting for visual identification. Include related employee data like contact info and manager details for comprehensive reporting.
Step 4. Schedule automatic refreshes.
Set up hourly, daily, or weekly refresh schedules to maintain current data without manual intervention. This transforms one-time exports into a comprehensive, automated weekly hours tracking system.
Transform exports into automated tracking systems
Start automatingThis approach eliminates manual export cycles while providing historical trending and bulk data processing capabilities that static exports cannot deliver.your timecard data exports today.
