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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.”
You can use Salesforce report IDs as filter criteria across multiple reports by creating a centralized ID management system that automatically applies the same filtering logic to all your imported report datasets.
This approach eliminates the manual process of copying IDs between individual Salesforce reports and provides a unified filtering view that’s impossible with native functionality.
Create centralized multi-report ID filtering using Coefficient
Coefficient transforms complex cross-report filtering into a streamlined workflow where one master ID list automatically filters multiple report datasets simultaneously.
How to make it work
Step 1. Set up a master ID list from your source report.
Import your source report containing the filter IDs into a “master” sheet using Coefficient. This becomes your single source of truth for ID-based filtering across all other reports.
Step 2. Import all target reports that need ID-based filtering.
Use Coefficient to import all reports that need filtering into separate tabs or columns within the same spreadsheet. This creates a centralized workspace for multi-report operations.
Step 3. Apply cross-reference filtering using spreadsheet formulas.
Use VLOOKUP, INDEX/MATCH, or FILTER functions to apply your master ID criteria across all imported report datasets. For example, =FILTER(Report2!A:Z, ISNUMBER(MATCH(Report2!A:A, MasterIDs!A:A, 0))) will show only rows from Report2 where IDs exist in your master list.
Step 4. Set up synchronized refresh schedules for consistent filtering.
Configure all report imports to refresh simultaneously, ensuring your master ID list and all filtered reports update with the same timing. This maintains consistent cross-report filtering without manual intervention.
Step 5. Configure alerts for dynamic filter changes.
Set up Slack or email alerts when your filtered results change across any report. This keeps stakeholders informed when your master ID criteria affects multiple report outcomes.
Maintain one ID list that filters everything
This centralized approach provides one authoritative ID list that automatically filters multiple report datasets, creating unified views impossible with native Salesforce functionality. Build your multi-report filtering system and eliminate manual ID copying forever.
