Salesforce workaround for filtering employees with under 40 hours weekly timecards

Salesforce reports can’t filter on aggregated data like sum of hours per employee, making it impossible to identify workers with incomplete weekly timecards through native reporting.

Here’s the most practical workaround that bridges Salesforce data with spreadsheet calculation power for regular business users.

Bridge Salesforce limitations with external data processing using Coefficient

SalesforceCoefficientSalesforceThe challenge is thatapplies filters before calculating totals. While you could create complex formula fields or use SOQL in Developer Console, these approaches have significant limitations for regular business users.offers the most practical workaround by maintaining live connectivity towhile leveraging spreadsheet functionality that native reporting lacks.

How to make it work

Step 1. Import timecard data from Salesforce.

Use Coefficient to pull timecard records from custom objects or existing reports. This bypasses the need for complex formula field creation while maintaining real-time data access.

Step 2. Create weekly hour aggregations.

Build SUMIFS formulas to total hours by employee and week:. This handles date range calculations that Salesforce reporting struggles with.

Step 3. Filter employees below 40-hour threshold.

Apply standard spreadsheet filters to show only employees with calculated totals under 40 hours. Add conditional formatting for visual dashboards that highlight problem areas immediately.

Step 4. Automate the entire workflow.

Schedule hourly or daily refreshes to maintain current data. Set up alert notifications when employees fall below thresholds, enabling proactive management instead of reactive reporting.

Transform your timecard management process

Start buildingThis workaround maintains live Salesforce connectivity while providing aggregate field filtering that native reports simply can’t deliver.your automated timecard tracking system today.