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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.”
You can’t filter Salesforce reports by sum of timecard hours because native reporting only filters individual record values, not calculated totals across multiple records.
Here’s how to work around this limitation and create automated filtering for employees with less than 40 hours per week.
Filter timecard totals by importing data into spreadsheets using Coefficient
SalesforceCoefficientSalesforceThe core issue is thatprocesses filters before calculating summaries. You need to flip this process – calculate totals first, then filter.solves this by importing your raw timecard data intowhere you can perform calculations and filtering that native reports can’t handle.
How to make it work
Step 1. Connect to your Salesforce timecard data.
Use Coefficient’s Salesforce connector to import timecard records with employee ID, date, and hours fields. You can pull from custom timecard objects or existing timecard reports in your org.
Step 2. Calculate weekly totals per employee.
Create SUMIFS formulas to aggregate hours by employee and week:. This gives you the weekly hour totals that Salesforce can’t calculate and filter simultaneously.
Step 3. Apply filters to show employees under 40 hours.
Use standard spreadsheet filtering to display only employees with calculated totals less than 40 hours. Add conditional formatting to highlight these employees visually for quick identification.
Step 4. Set up automated refreshes.
Schedule hourly or daily data refreshes so your analysis stays current without manual intervention. This maintains live connectivity to your Salesforce data while providing the filtering capabilities you need.
Start tracking employee hours automatically
Get startedThis approach transforms Salesforce’s summary field limitation into a comprehensive timecard tracking system.with automated employee hour monitoring today.
