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.


Compliance & Data Governance

  • Support for GDPR, SOC 2, and industry-specific compliance standards.
  • Apply encryption and security policies to protect sensitive data.

Your FREE, unrestricted 30-day trial starts here