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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.”
Print to PDF workarounds face significant limitations with Salesforce reports due to pagination, formatting issues, and the inherent challenge of converting paginated screen content into usable data formats for analysis.
Here’s a superior alternative that delivers structured, analysis-ready data directly to spreadsheet environments rather than static document formats.
Get analysis-ready data instead of static documents using Coefficient
CoefficientSalesforceSalesforceprovides a superior alternative to PDF workarounds by delivering structured, analysis-ready data directly to spreadsheet environments rather than static document formats withandintegration.
How to make it work
Step 1. Install Coefficient for structured data output.
Add Coefficient to Google Sheets or Excel instead of attempting PDF conversion. This delivers data in native spreadsheet format that’s immediately ready for analysis and manipulation.
Step 2. Connect to access complete datasets beyond visible pages.
Establish a connection to your Salesforce org through Coefficient’s API integration. This provides access to all report rows, not just the visible screen content that PDF capture would include.
Step 3. Import with preserved data types for immediate analysis.
Select “Import from Existing Report” and choose your target report. Coefficient preserves original data types, enabling immediate calculations and analysis that PDF formats cannot support.
Step 4. Enable filtering, sorting, and data manipulation.
Work with your data in an editable format that supports advanced analysis capabilities. Apply filters, create formulas, and manipulate data in ways that static PDF documents cannot accommodate.
Step 5. Set up real-time data updates vs. static snapshots.
Configure automated refreshes to maintain current data instead of working with static PDF snapshots. This provides ongoing access to the latest information for dynamic analysis.
Transform static documents into dynamic data connections
Start using CoefficientFor users seeking alternatives when export permissions are removed, this approach transforms the workflow from document-based workarounds to dynamic data connections. You get better data accessibility and analysis capabilities with long-term usefulness compared to PDF conversion methods.for analysis-ready data.
