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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.”
Undefined filter references affecting individual users typically occur when Salesforce’s filter logic becomes corrupted at the user level, often due to changed field names, deleted custom fields, or cached filter definitions that no longer match the current report structure.
Here’s a more reliable solution that creates independent report access without the filter dependencies that cause undefined references.
Build stable reports with direct field references using Coefficient
CoefficientSalesforceSalesforce’soffers a fundamentally more stable filtering approach because it uses direct field references rather than stored filter logic that can become corrupted. You can rebuild the same report logic fromobjects without the filter dependencies that cause undefined errors, while maintaining live data connectivity through automatic refresh capabilities. This eliminates the possibility of user-specific undefined filter references that plaguedashboard system.
How to make it work
Step 1. Set up Coefficient connection.
Install Coefficient from the Google Workspace Marketplace or Microsoft AppSource. Connect to your Salesforce org using your login credentials.
Step 2. Use “From Objects & Fields” import method.
In the Coefficient sidebar, select “Import from Salesforce” and choose “From Objects & Fields.” This lets you rebuild report logic without stored filter dependencies.
Step 3. Select specific fields from Salesforce objects.
Choose the exact fields you need from any Salesforce object. You can access related object fields through lookups, giving you more flexibility than the original problematic report.
Step 4. Apply stable filtering logic.
Use Coefficient’s AND/OR filtering system with direct field references. This creates filters that won’t suffer from the corruption issues that cause undefined filter references.
Step 5. Enable automatic refresh.
Set up hourly, daily, or weekly refresh schedules to keep your data current. The affected user can now access the same data through the spreadsheet without encountering undefined filter errors.
Create reports that won’t break
Get started with CoefficientThis approach not only solves the immediate access issue but provides a more stable long-term reporting solution that won’t be subject to similar undefined filter errors.to build reliable reports with stable filter references.
