)
Written by
Table of Contents
“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.”
Salesforce’sself-service reporting is limited by static filter requirements and lack of true dynamic user context. Users can’t easily create personalized reports without admin intervention or complex filter setup.
You’ll learn how to create template-based self-service reports where users simply enter their information to get personalized, dynamically filtered data.
Build template spreadsheets with user-controlled dynamic filtering using Coefficient
CoefficientSalesforcecreates superior self-service capabilities by enabling users to build personalized dashboards with dynamic user-specific filtering. Users get the flexibility to create their own reports without understanding complexfilter logic or SOQL.
How to make it work
Step 1. Create template spreadsheets with user input cells.
Build template spreadsheets where users simply enter their User ID or email in a designated cell. Set up Coefficient’s dynamic filters to reference these input cells, so all data imports automatically filter to show only that user’s records when they enter their information.
Step 2. Enable extensive field selection and customization.
Use Coefficient’s field selection capabilities to let users choose from any Salesforce object and build their own reports. They can select specific fields, apply additional filtering through spreadsheet functions, and create custom visualizations without needing to understand Salesforce’s report builder limitations.
Step 3. Set up automatic refresh and user control.
Configure scheduled refreshes so users’ self-service reports stay current automatically. Users can modify refresh schedules, add their own calculated metrics, and even set up Slack or email alerts when their specific data changes – all without admin involvement.
Empower users with true self-service reporting
Build your firstThis approach provides much more flexibility than Salesforce’s report builder while maintaining user-specific data security through automatic filtering.self-service report template today.
