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Summarize any object Live

Salesforce exports reports row by row, never the rolled-up summary, and the in-browser view caps at 2,000 rows. Pick an object, a group-by and a metric, and get the summarized table, count, sum, average, min or max, the version your stakeholders actually read.

⚷ your session token is used in-memory for this run · not stored or logged · we never ask for your password
1

Connect Salesforce

Sign in with Salesforce in one click. Read-only, the token is used for this run only and never stored on our servers.

You'll be sent to Salesforce to authorize, then bounced right back. Nothing to copy or paste.

or paste a session token (advanced)

Grab one from workbench.developerforce.comInfo → Session Information → Session Id; the instance URL is the domain you land on.

2

Build the summary

Choose an object, the field to group by, and the metric to roll up.

3

Download

The full summarized table, every group, as a CSV.

0 groups

Read-only. Your data goes from Salesforce, through this page, to your downloads folder, nowhere else. Not affiliated with Salesforce.

What this actually does

Salesforce exports reports row by row, never the rolled-up summary, and the in-browser view caps at 2,000 rows. Group any object by any field and roll up count, sum, average, min or max, the summarized table your stakeholders actually read.

It runs on your own Salesforce data, in your browser session, against Salesforce's official API. There is no middle layer holding your records and there is no migration to anywhere. You run it, you get the result, you carry on with your day.

Where the file goes next

It is a CSV, which is the point. Salesforce will happily show you the numbers on a screen you cannot do anything with. This gives you the file, and the file goes wherever you need it.

The column names stay the same run to run, so if you build a Power BI report or a Sheets formula on top of it, re-running next month will not break what you built.

What it will not do

It will not touch anything you did not ask it to. It does not store your API key, it does not keep a copy of your data, and where an action cannot be reversed you get told that before you press the button, not after.

Questions people actually ask

Does this store my Salesforce API key?

No. The key is held in memory for the length of the run and is gone when the tab closes. It is never written to our database and never appears in a log. You can revoke it in Salesforce the moment you are done and nothing here breaks.

What can I do with the file afterwards?

It is a plain CSV, so anything that reads a CSV will read it. Open it in Excel or Google Sheets, pull it into Power BI or Looker Studio, or load it into a warehouse table. The headers are clean and they do not change between runs, so a scheduled refresh will not break on you.

How big a job can it handle?

It streams the results as they arrive rather than holding everything in memory, and it respects Salesforce's rate limits instead of hammering the API. Large accounts take longer, but they finish.

Why is this not just a feature in Salesforce?

That is the whole question, and we do not have a good answer either. It is a gap that has been open for years, it is on the forums, and it never gets shipped. So we shipped it.

Related: summary, report, group by, aggregate, rollup, count, sum, average, csv, salesforce.

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