For IT Teams

Scalable, secure, and automated reporting for Salesforce

Streamline reporting and document generation workflows and ensure everyone in your organizations sees the value in Salesforce data.

Secure & scalable reporting infrastructure

  • Restrict access to sensitive reports based on user roles.
  • Log and track report access for compliance audits.
  • Maintain strict data governance with encryption and access control policies.

Automated workflows & report scheduling

  • Set custom schedules for daily, weekly, or event-triggered reports.
  • Automate report distribution via email, messengers, and many more channels.
  • Ensure reports are only sent when relevant data is available.

Multi-Platform Integration

  • Connect Salesforce reports with external data sources like Google Analytics, and more.
  • Enable cross-platform reporting for a unified data strategy.
What our customers say

“A key part of our technology stack”

“We're constantly finding new ways to leverage the platform, which speaks to how dynamic and flexible it is. The interface is user-friendly, the Salesforce integration is seamless, and the support team is one of the best we've worked with. Unaric Reports has become a key part of our technology stack.”

Jordan Smith, Director of Software Engineering, Carson Group

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