Fix Salesforce report showing all customers but Excel export missing data after row 2013

using Coefficient excel Add-in (500k+ users)

Solve Salesforce partial data export issues where reports display complete datasets but Excel exports cut off at row 2013. Get all your customer data.

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This partial data export issue occurs because your reporting system displays large datasets through pagination and lazy loading, but the Excel export function has a hard row limit that cuts off data at approximately 2000 rows.

The export process uses different memory allocation and file generation constraints than the display interface. Here’s how to get all your visible customer data.

Access complete customer datasets using Coefficient

Coefficient solves this missing export data problem by circumventing the export function’s limitations entirely. Rather than relying on Salesforce’s constrained export mechanism, Coefficient establishes direct API connections to pull complete customer datasets.

How to make it work

Step 1. Connect directly to your Salesforce data source.

Install Coefficient and authenticate with your Salesforce org. This creates an API-based connection that pulls data directly from the source without involving export functions.

Step 2. Import all visible customers from your report.

Use Coefficient’s “From Existing Report” option to import the same report that displays all your customers. This retrieves all 6000+ customers that appear in your report interface.

Step 3. Preserve customer order relationships.

Import related order data to maintain complete customer purchase frequency patterns that get lost in partial exports. Use object relationships to pull connected data automatically.

Step 4. Set up filtered segments for targeted analysis.

Create specific customer groups using Coefficient’s filtering without hitting global row limits. Apply complex AND/OR logic to segment customers dynamically.

Ensure complete customer visibility for accurate analysis

This approach guarantees your customer recurrence analysis includes all visible customers rather than being artificially truncated at row 2013. Get started with Coefficient to access your complete customer dataset.

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