Format, convert, send & schedule Salesforce reports
Unaric Reports enhances Salesforce’s native capabilities, so you can get the most out of your investment in the platform.
Format Salesforce reports
Effortlessly customize your reports and dashboards to match your organization’s branding and operational needs.
- Brand customization: Adjust colors, fonts, and layouts to align with your corporate identity.
- Data visualization: Include graphs, charts, and pivot tables to present data effectively.
- Point-and-click editing: Modify templates and reports without needing technical expertise.
- Use your own report templates: Add more columns, conditional formatting, and controlling exact column width
Convert Salesforce reports into other file types
Convert your reports into the files you need. Share data in formats that suit different audiences and facilitate further analysis.
Available formats:
- PDF: For secure sharing and professional presentations.
- Excel: For detailed analysis and calculations.
- Word: For documentation and formal reporting.
- PowerPoint: For seamless presentations.
- CSV: For integration with other tools.
Send reports to non-Salesforce colleagues
Share your Salesforce reporting insights with stakeholders, inside or outside Salesforce. Increase collaboration and reporting visibility across your wider team.
- Email Delivery: Send reports as email attachments or inline content.
- Distribute reports: Send reports via the channels your teams use:
- Docusign
- Slack
- FTP
- Google Drive
- Microsoft OneDrive
- Microsoft Teams
- Microsoft SharePoint
- Dropbox
- AWS S3
- Google Cloud Storage
- Dynamic Recipient Management: Use report data to determine recipients automatically.
Schedule Salesforce reports
Need reports on at a regular cadence? Eliminate manual report creation and delivery and keep everyone informed with consistent and timely updates.
- Create reports from almost anywhere: Run solutions from any Salesforce Button, Salesforce Flow, Salesforce Outbound Message, or using the API.
- Customizable Schedules: Set hourly, daily, weekly, or custom timings.
- Multi-Channel Scheduling: Schedule delivery via email, Slack, Microsoft Teams, or FTP.
- Activity Tracking: Monitor delivery and open rates for sent reports.
- Intelligent Delivery: Skip sending reports if they contain no data.
1 million+ reports generated monthly
Our customers are busy getting the most out of their Salesforce reports. They also send over 1 million emails every month.
“The perfect solution.”
“We use the Report Builder to schedule multiple reports simultaneously. We're thrilled with their work, which costs significantly less than other avenues. It's the perfect solution to many of those pesky Salesforce limitations.”
Your FREE, unrestricted 30-day trial starts here
