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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.”
Undefined filter errors appearing for individual users while the same report works for others typically result from user-specific cached filter data, corrupted browser storage, or individual user settings that conflict with the report’s filter logic references.
This scenario highlights a fundamental limitation of Salesforce’s dashboard architecture where individual user data can become corrupted independently of role permissions or report configuration.
Ensure consistent report access with independent data imports using Coefficient
CoefficientSalesforce’sSalesforceaddresses this by providing a reporting approach that doesn’t depend onpotentially problematic user-specific filter cache system. Instead of diagnosing why one user’s filter references have become undefined, you can provide equivalent data access using direct import capabilities that bypass the dashboard filter layer entirely. When you import data using Coefficient’s “From Existing Report” feature, every user accesses the same livedata through the spreadsheet interface, eliminating the possibility of individual user filter corruption.
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 using your login credentials.
Step 2. Import the problematic report data.
Open the Coefficient sidebar and select “Import from Salesforce.” Choose “From Existing Report” and select the report that’s causing undefined filter errors for the individual user.
Step 3. Apply reliable filtering at the spreadsheet level.
Use Coefficient’s filtering system with AND/OR logic and dynamic filters that reference cell values. This provides robust filtering capabilities without the complexity that causes undefined filter errors.
Step 4. Enable automatic refresh.
Set up regular refresh schedules to maintain data accuracy and accessibility. This ensures all users see current data while eliminating dependency on Salesforce’s user-specific filter state management.
Step 5. Share consistent access with your team.
Share the spreadsheet with all users who need access. Everyone will have the same reliable data view regardless of their individual Salesforce dashboard cache issues.
Eliminate individual user filter corruption
Try CoefficientThis solution is particularly valuable for teams where individual users frequently experience filter-related issues, providing a more stable reporting infrastructure that maintains data accuracy and accessibility.to create consistent report access for your entire team.
