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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.”
CRM Analytics lacks the “Formatted Report” export functionality available in standard Salesforce reports, which preserves grouping, subtotals, and hierarchy structure. This is a significant limitation since CRM Analytics provides inferior export capabilities compared to basic Salesforce reporting despite being positioned as the advanced analytics platform.
Here’s how to recreate the equivalent of Salesforce’s formatted report export functionality for your CRM Analytics data.
Recreate formatted report capabilities using Coefficient
Coefficient can recreate the equivalent of Salesforce’s formatted report export functionality for CRM Analytics data. You’ll import from the same Salesforce objects that feed your dashboard, then apply formatting that matches or exceeds standard Salesforce formatted report structure.
How to make it work
Step 1. Align with your CRM Analytics data sources.
Import from the same Salesforce objects that feed your CRM Analytics dashboard using Coefficient’s comprehensive object access. This ensures your formatted report contains identical data to your dashboard analysis.
Step 2. Recreate report structure with proper hierarchy.
Build report layouts with proper hierarchy, group headers, and summary calculations using Excel or Google Sheets native functionality. Apply formatting that matches Salesforce’s formatted report structure including grouping and subtotals.
Step 3. Implement advanced formatting features.
Create multi-level grouping that exceeds even Salesforce standard report capabilities. Set up automatic subtotal calculations for grouped data and apply conditional formatting for enhanced readability.
Step 4. Configure automated report generation.
Schedule regular refresh to automatically generate “formatted reports” without manual intervention. Set up Coefficient’s Snapshots feature to create timestamped versions for archival purposes.
Step 5. Apply professional styling and structure.
Use conditional formatting and styling for enhanced readability that surpasses standard Salesforce report formatting. Create custom headers, footers, and summary sections that provide comprehensive report structure.
Bridge the gap between CRM Analytics and standard Salesforce reporting
This solution achieves the formatted export functionality missing from CRM Analytics while providing more formatting flexibility than standard Salesforce reports. Start creating formatted reports that combine CRM Analytics’ advanced data with superior export formatting capabilities.
