Automating Custom Report Builder (CRB) exports

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    Kevin Kung

    Hi Chad,

    The CRB tool uses the User A's Google credentials to authenticate. Only User A can refresh that imported sheet.

    However, another user can overwrite the sheet with their own import. Formulas on other sheets will still work with the overwritten import sheet. It will provide the same information, provided that they:

    • Have the same record visibility and permissions as the original user
    • Use the same filter (both filter name and criteria)

    There is currently not a script available to automate the refresh. Adding a script to have it run on a schedule is a high priority request to our Product Team. Thank you for your patience.

    Best Regards,

    Kevin

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