Robust reporting built to enhance Salesforce
Advanced reporting and automation tools designed to enhance reporting, data visibility and Salesforce user adoption across your organization.
Save Time
Reduce time spent on manual report creation.
Improve Data Governance
Ensure the effective and secure management, quality, and use of data.
Cross-Team Collaboration
Enhance team collaboration with easy report distribution.
Power Insights
Drive better decision-making with AI-powered insights.
Simplified report & dashboard management
Salesforce Admins can easily generate, customize, and distribute reports without needing complex queries or coding.
- Generate reports from any Salesforce object, standard or custom.
- Customize reports with colors, fonts, graphs, and pivot tables.
- Overcome Salesforce’s 2,000-row data export limitation with advanced querying.
Automated scheduling & delivery
Save time by automating report distribution with scheduled sending to internal and external stakeholders.
- Schedule reports to run hourly, daily, weekly, or based on custom schedules.
- Automatically distribute reports via the communication channels and information sources they use most:
- Docusign
- SlackFTP
- Google Drive
- Microsoft OneDrive
- Microsoft Teams
- Microsoft SharePoint
- Dropbox
- AWS S3
- Google Cloud Storage
- Ensure reports are only sent when they contain relevant data.
Run reports from almost anywhere in Salesforce
Every reporting solution can be run from a Salesforce Button, Salesforce Flow, Salesforce Outbound Message, or using the API.
Multi-format report exporting
Support for various file formats to suit different business needs.
- Export reports as PDF, Excel, Word, CSV, and PowerPoint.
- Ensure compatibility with financial systems, BI tools, and operational workflows.
Seamless integrations & AI insights
Expand Salesforce capabilities with powerful integrations and AI-powered analysis.
- Connect with third-party applications like Google Analytics, HubSpot, and more.
- Use AI-driven insights to analyze trends and provide actionable recommendations.
- Generate summaries from reports to highlight key takeaways.
“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
