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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.”
Record type filter lag in Lightning reports can turn a simple task into a frustrating wait. The interface often freezes or takes forever to load field selections when you’re trying to filter by record types.
Here’s how to eliminate this lag completely and build reports with instant record type filtering.
Skip Lightning’s slow interface using Coefficient
CoefficientThe lag happens because Lightning has to process metadata queries and handle complex JavaScript operations every time you interact with filters.eliminates this bottleneck by handling all filtering at the API level, giving you instant results without the browser-based delays.
How to make it work
Step 1. Connect Coefficient to your Salesforce or Salesforce account.
Install Coefficient in your spreadsheet application and authorize the connection. This creates a direct API link that bypasses Lightning’s interface entirely.
Step 2. Choose your import method based on your needs.
For existing reports that are lagging, use “From Existing Report” to import them instantly. For new reports, select “From Objects & Fields” to build custom reports with immediate field access.
Step 3. Apply record type filters without delay.
Select your object, then add filters using Coefficient’s interface. Record type filters appear instantly since they’re processed as Picklist field filters. You can combine multiple filters using AND/OR logic without waiting for Lightning to respond.
Step 4. Set up dynamic filtering for easy changes.
Point your record type filter to a specific cell in your spreadsheet. Now you can change record types by simply updating that cell value instead of navigating through Lightning’s slow menus.
Step 5. Schedule automatic refreshes to keep data current.
Set up hourly, daily, or weekly refreshes so your filtered data updates automatically. This means you never have to interact with Lightning’s laggy interface again for routine report updates.
Build faster reports with instant filtering
Try CoefficientRecord type filter lag doesn’t have to slow down your reporting workflow. With direct API processing and dynamic filtering options, you can build and modify reports in seconds rather than minutes.to experience lag-free Salesforce reporting.
