Easily Build Powerful Salesforce Reports
Easily build advanced Salesforce reports without coding. Point, click, and customize layouts, charts, and templates, while overcoming Salesforce’s reporting limits.
No-code Report Creation
Build Salesforce reports using a visual interface without writing any code or formulas. A multi-step wizard that lets you create a report very easily. You don't need to have any technicals skills or know how to write SOQL. However, if you do know SOQL you can use that to create reports with more advanced filters.
Flexible Layout Options
Add logos and brand colors, fonts, and formatting tools to match your brand and improve readability. It's very easy to make layout adjustments with the point-and-click functionality. No CSS skills required.
Add Charts
Visualize your data with interactive charts directly in your reports. You can also create pivot tables by creating an Excel report template, adding a pivot to that spreadsheet, and merging in the data.
Branded Report Templates
Reuse templates with your logo, headers, and formatting preferences for consistency. Use all the tools that come with Excel such as conditional formatting, controlling exact column widths, customizing the order and names of the columns, providing custom formatting on fields, adding in pivot tables and vlookups etc.
Overcome Several of Salesforce's Reporting Limitations
For example, the 2,000 row limit where you can't send out or export anything from Salesforce that is over 2,000 rows.
Include All Text From a Long Text Area Field
Include all text from a Long Text Area field as Salesforce also limits those to 256 characters.