Add Report Actions to Salesforce UI

Add buttons, flows, and API integrations to Salesforce so users can generate and send reports instantly within their normal workflow, reducing manual steps and saving time.

Add Custom Buttons

Create buttons in Salesforce that generate and send reports instantly.

Automate with Flows

Trigger report generation as part of Salesforce Flows and Process Builder.

Integrate with APIs

Use Unaric’s API to control report logic and timing programmatically.

Reduce Manual Steps

Empower users to generate documents with a few click in their workflow.

See Unaric Reports in action

Get in touch and one of our Salesforce reporting experts will be in touch.

We'll learn about your requirements

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