##Salesforce Reporting##

Get data straight from your Salesforce reports via python using the Analytics API.

###Install###

Install via pip - pip install salesforce-reporting

###Authentication###

Connect to the Salesforce Analytics SOAP API using password authentication:

from salesforce_reporting.conn import SoapConnection

sf = SoapConnection(username='your_username', password='your_password', security_token='your_token')

OR For Rest API

from salesforce_reporting.conn import RestConnection

sf = RestConnection(lient_id='app_id', client_secret='app_secret', username='user', password='password', auth_url='auth_url')
auth_details = sf.do_login()

###Get records from a report###

Use the Connection.get_report() method to request report data and then use ReportParser to access all the records included in a report (in list format if you use the ReportParser.records() method):

from salesforce_reporting import Connection, ReportParser

sf = Connection(username='your_username', password='your_password', security_token='your_token')
report = sf.get_report('report_id', includeDetails=True)
parser = salesforce_reporting.ReportParser(report)

parser.records()

The ReportParser.records_dict() method can also be used to return records in the form of a list of dicts in {field: value, field: value} format.

###Extract series from matrix report###

For a matrix report you can return the values in a column grouping by using MatrixParser.series_down() which takes the column name as an argument. For example, given a matrix report grouped by Calendar Month:

report = my_sf.get_report('report_id')
matrix_parser = salesforce_reporting.MatrixParser(report)

matrix_parser.series_down('Jan 2016')

This will return all values for 'Jan 2016' as values in a dictionary with the row groupings as keys.

Similarly you can use MatrixParser.series_across() to get the values in a particular row.

###Coming Soon###

• Access to Dashboards

###Author & License### MIT License. Created by Chris Hall.