Customize Your Salesforce Report Filters in Quip

Apply your Salesforce report’s custom filters in Quip. Edit filter values to create a customized report view that you can share and collaborate on with your team.

1. In a document, enter @Salesforce Report.
2. Select the report you want to import to Quip and click Next.
   

   Tip You can add reports from different Salesforce orgs to the same Quip document. To import a report from a different org, click the org name in the right-hand corner and select the org you want to pull data from.
3. To edit your report’s custom filters, click next to the filter name. Enter a new value and click Apply. Repeat this step for each filter you want to edit and then click Next.
   

   Note Customizing filters in Quip doesn’t affect your report filters in Salesforce.
4. To keep your report’s data up-to-date with the latest Salesforce data, select Live Data. To import a snapshot of your report’s current data, select Spreadsheet.
   

   Note After opening a document, report data automatically refreshes approximately every two hours for up to 36 hours. After the document is open for 36 hours, you can manually refresh the report data by clicking Refresh Now.
5. To show a summary view of your report, select Hide detail rows.
6. Click Import Report.