To work with report data in Quip, click Open in Quip. If prompted, sign in to Quip.
Opening a report in Quip connects the report with a Quip spreadsheet. Once connected, the spreadsheet automatically gets refreshed report data from Salesforce, and the spreadsheet links back to records in Salesforce. For example, Account Name columns link back to Account records.
Manage connected report data in the Quip spreadsheet by clicking Live Data and hovering over the name of the connected Salesforce report. From the Live Data menu, you can:
- Open the report in Salesforce.
- Manually refresh the report to get the latest data in Quip.
- Turn automatic report refreshes on or off. When automatic refresh is on, then Quip gets the latest refreshed report data from Salesforce whenever you open the spreadsheet.
- Delete the connection between the Salesforce report and the Quip spreadsheet. Deleting the connection doesn’t delete the Salesforce report nor the Quip spreadsheet.