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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.”
User-specific filter errors in shared Salesforce reports are particularly frustrating because they affect individual users rather than entire roles, making them difficult to diagnose through standard permission troubleshooting.
Here’s how to eliminate these filter dependency issues with a more robust reporting approach that works consistently for all users.
Replace problematic shared report filters with reliable data imports using Coefficient
Coefficient’sSalesforce’sSalesforceInstead of troubleshooting complex filter error scenarios, you can recreate the report functionality usingdirect data import capabilities. This approach eliminates dependency onshared report filtering system that causes user-specific corruption issues.data imports through Coefficient operate independently of cached data or browser conflicts that trigger undefined filter errors.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install Coefficient from the Google Workspace Marketplace or Microsoft AppSource. Authorize access to your Salesforce org through the connection setup.
Step 2. Import data from the problematic shared report.
In your spreadsheet, open the Coefficient sidebar and select “Import from Salesforce.” Choose “From Existing Report” and select the shared report that’s causing filter errors.
Step 3. Apply reliable filtering logic.
Use Coefficient’s AND/OR filtering system to recreate the same filter criteria. You can filter by number, text, date, boolean, and picklist fields without the complexity that causes undefined filter references.
Step 4. Set up dynamic filters for flexibility.
Create dynamic filters that reference cell values for user-specific filtering needs. This allows different team members to adjust filter criteria without editing the import settings.
Step 5. Enable automatic refresh and sharing.
Schedule regular data refreshes and share the spreadsheet with your team. All users will have consistent access to the same filtered data regardless of their individual Salesforce filter states.
Build more reliable shared reporting
Try CoefficientThis approach provides superior reliability compared to troubleshooting individual user filter errors while maintaining the same data access and filtering capabilities your team needs.to eliminate user-specific filter problems in your shared reports.
