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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.”
This discrepancy happens because Salesforce has different limits for UI display versus export functionality in joined reports. While the UI may show record counts beyond 20,000, the export function has a hard 20,000 record limit per block that creates a false expectation about what data can be extracted.
Here’s how to fix this issue and access your complete dataset without the export restrictions.
Access your complete dataset using Coefficient
The solution involves bypassing the joined report export mechanism entirely. Instead of relying on Salesforce’s export functionality, you can import data directly from the source objects that make up your joined report. This eliminates the discrepancy between what you see and what you can export from Salesforce .
How to make it work
Step 1. Document your joined report structure.
Analyze which objects, fields, and filters your joined report uses. Note the criteria applied to each block so you can recreate the same logic without the export limitations.
Step 2. Set up object imports in Coefficient.
Create separate imports for each object in your joined report using Coefficient’s “From Objects & Fields” feature. This bypasses the joined report infrastructure that causes the export discrepancy.
Step 3. Apply matching filters.
Use Coefficient’s advanced filtering capabilities to replicate your report criteria. You can use AND/OR logic to match the exact filtering from your original joined report blocks.
Step 4. Build data relationships.
Use spreadsheet formulas to recreate the connections between objects from your original joined report. This maintains the same analytical structure without the export restrictions.
Step 5. Configure dynamic filtering.
Set up filters that point to spreadsheet cells for flexible analysis. This gives you more control than the original joined report while ensuring you can access all your data.
Step 6. Schedule automated refreshes.
Set up regular data updates to maintain current information. You can also configure alerts when data changes or meets specific criteria.
Eliminate the export discrepancy
This approach provides access to your complete dataset while maintaining the analytical power of your original joined report. You get consistent data access, automated updates, and enhanced filtering capabilities that aren’t available in Salesforce’s native reports. Fix the discrepancy and access your complete data today.
