Advanced Report Builder
An advanced Salesforce reporting and document generation application that's intuitive to use.
Document Generation
Effortlessly generate and send tailored, on-brand documents from Salesforce data in a range of and file type.
Scheduling and Delivery
Schedule and send reports with precision to any audience via key channels, using smart delivery rules and dynamic recipient lists.
Multi-Format Exporting
Export complete Salesforce data in multiple formats. Batch files with custom layouts, and share with your contacts.
External Sharing
Send customized reports to your contacts via email, messengers, data clouds and much more.
Custom Templates
Create reusable, personalized report templates that save time, ensure brand consistency, and update effortlessly across teams.
Point and Click Report Creation
Build and edit powerful reports without code. Format with ease for faster team adoption.
AI-Powered Insights
Turn Salesforce report data into smart summaries, trend insights, and predictive recommendations.
Data Source Integration
Integrate data from 200+ platforms, with real-time access, governed controls, and seamless reporting in one place.
Salesforce Button and Flow Triggers
Embed report actions directly into Salesforce with buttons, flows, and APIs.
Executive Dashboards
Turn Salesforce data into real-time executive dashboards with clear KPIs, leadership summaries, and drill-down insights - all in one view.
Set Automation Rules
Automate reporting with smart logics, triggers, conditions, and embed in workflows.
Dashboard Formatting
Design dashboards your way with custom styles, smart highlights, and consistent formatting that brings clarity to every report.
Secure and Compliant
Keep data secure with enterprise-grade encryption, audit logging, role-based access, and full compliance with SOC 2 and GDPR.
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.
