Features:Unaric Reports

Advanced reporting tool for Salesforce

Advanced Report Builder

An advanced Salesforce reporting and document generation application that's intuitive to use.

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Document Generation

Effortlessly generate and send tailored, on-brand documents from Salesforce data in a range of and file type.

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Report Scheduling and Delivery

Schedule and send reports with precision to any audience via key channels, using smart delivery rules and dynamic recipient lists.

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Multi-Format Exporting

Export complete Salesforce data in multiple formats. Batch files with custom layouts, and share with your contacts.

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External Sharing

Send customized reports to your contacts via email, messengers, data clouds and much more.

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Custom Templates

Create reusable, personalized report templates that save time, ensure brand consistency, and update effortlessly across teams.

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Point and Click Report Creation

Build and edit powerful reports without code. Format with ease for faster team adoption.

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AI-Powered Insights

Turn Salesforce report data into smart summaries, trend insights, and predictive recommendations.

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Data Source Integration

Integrate data from 200+ platforms, with real-time access, governed controls, and seamless reporting in one place.

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Salesforce Button and Flow Triggers

Embed report actions directly into Salesforce with buttons, flows, and APIs.

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Executive Dashboards

Turn Salesforce data into real-time executive dashboards with clear KPIs, leadership summaries, and drill-down insights - all in one view.

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Set Automation Rules

Automate reporting with smart logics, triggers, conditions, and embed in workflows.

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Dashboard Formatting

Design dashboards your way with custom styles, smart highlights, and consistent formatting that brings clarity to every report.

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Secure and Compliant

Keep data secure with enterprise-grade encryption, audit logging, role-based access, and full compliance with SOC 2 and GDPR.

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Would you like to speak to one of our team?

If you’re interested in learning more about Unaric and our applications, please get in touch.

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