Reports your clients can share - without adding Salesforce licenses.
Embed Unaric Reports into every implementation and deliver automated, shareable Salesforce reports from day one - no custom builds, no manual exports, no added licenses.
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Why Salesforce Implementors
Use Unaric Reports
Show value early - before UAT completes
Show the value of your implementation faster with detailed reporting and rich insights. Demonstrate client ROI to build confidence and momentum.
Share reports and insights without extra Salesforce licenses
Show the value of your implementation faster with detailed reporting and rich insights. Demonstrate client ROI to build confidence and momentum.
Increase project margin with zero extra
delivery overhead
Show the value of your implementation faster with detailed reporting and rich insights. Demonstrate client ROI to build confidence and momentum.
Finish implementations faster
Show the value of your implementation faster with detailed reporting and rich insights. Demonstrate client ROI to build confidence and momentum.
Benefits of Unaric
Reports for your clients
Capability
Why It Matters To Your Clients
Automated Report Scheduling
Weekly / daily reporting gets delivered automatically - no admins exporting CSVs.
External Sharing Without Licenses
Share insights with non-Salesforce teams in PDF, Excel, or Word - no added seats required.
Advanced Report Formatting
Build professional-grade reporting packs quickly, without manual cleanup or data joins.
Multi-Channel Delivery
Send to email, Slack, Teams, shared drives, or folders - wherever the business works.
Fully Native to Salesforce
No middleware, no new systems to manage - everything runs inside your clients' org.
How the Partner Workflow Works
We onboard you: Get detailed demos, templates, partner support, and sales-ready messaging.
You embed Unaric Reports into your implementation: Position it as the reporting/export layer.
Your client goes live faster: With reporting already solved.
You earn recurring margin: Bundle into project pricing or ongoing support retainers.
Why use Unaric Reports instead of Salesforce Native Reporting
Custom Report layouts
Multi-format Document Output
(HTML, PDF, Excel, Word, CSV, PowerPoint
(HTML, PDF, Excel, Word, CSV, PowerPoint
Flexible Scheduling
AI Analysis
(Report analysis, cross-report comparison)
(Report analysis, cross-report comparison)
Reporting Branding
(Logos, Fonts, Colors)
(Logos, Fonts, Colors)
Send Outside of Salesforce
(Email, Slack, Teams, Google Drive)
(Email, Slack, Teams, Google Drive)
Segment Report of Salesforce
(Users, groups, contacts, external recipients)
(Users, groups, contacts, external recipients)
Salesforce Native
20 million+
Reports automated annually
01
1.6 million
Scheduled report emails sent each month
02
30,000
Monthly active users
03
Ready to Add This to Your Next Project?
See how Unaric Reports can help you:
Show ROI faster
Avoid license expansion objections
Add recurring revenue effortlessly
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Products
Features & Integrations
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