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Feature Highlights

Dashboard showing 48 successful solution runs and 6 failed runs with a line chart tracking performance from Feb 06 to Feb 08, plus various metrics on reports, dashboards, and emails run or sent.

Advanced Report Builder

As a Salesforce Admin, you’re the go-to for reporting - but building them shouldn’t eat up your week.

With Unaric’s advanced report builder, you can group, filter, and drill down on data in seconds. Add conditional formatting, branded templates, and visuals without writing a line of code - so reports land polished and ready to share.

Multi-Format Exports (PDF, Excel, Word, PPT)

Stop juggling screenshots and messy spreadsheets. With one click, you can export Salesforce data into board-ready PDFs,

Excel sheets for analysts, or PowerPoint decks for leadership. Your stakeholders get exactly what they need - and you save hours of re-formatting every week.

Opportunities Dashboard interface showing various charts including bar charts, pie chart, funnel chart, and gauge for deal velocity with navigation menu on the left.

Scheduling interface showing frequency options with custom selected and a text box for entering a cron expression, plus examples of quarterly and thrice daily cron schedules.

Advanced Scheduling & Delivery

Admins shouldn’t have to manually run the same reports over and over. With flexible scheduling, you can “set and forget” delivery - hourly, daily, or weekly via email, Slack, Teams, or cloud storage.

No expiry dates, no manual resets. Reports arrive on time without you lifting a finger.

Sharing Beyond Salesforce

Executives, partners, and clients don’t all log into Salesforce - but they still need the insights.

With Unaric, you can securely deliver reports in instantly readable formats like PDF, Excel, or HTML. Everyone gets the information they need, without you fielding constant “Can you send me that?” requests.

Dashboard showing sales stages data with bar and funnel charts and a note indicating 3 out of 7 data sources connected.

Illustration showing a sales table with account, opportunity, fiscal period, and amount columns, alongside an AI interface generating a summary to identify trends and recommendations.

AI-Powered Insights & Dashboards

Don’t spend hours digging through data just to find what’s changed.

Unaric’s AI surfaces anomalies, pipeline shifts, and key trends automatically. As an Admin, you’ll look like the hero bringing proactive insights to the business - not just raw data.

Start Free Trial - Automate Your First Report Today

Customer Testimonials

“Every morning, my sales team automatically receives a personalized PDF packet in their inbox, showing only the latest numbers that matter to them. They love it and often describe it as “like getting a newspaper.” They can instantly see their latest opportunities, customer orders, service cases, and even current commodity prices—so they’re never caught off guard during site visits.”

- Alexis Kasperavičius*, Naturesign*

“Unaric Report has been extremely useful to fill the blank spots left by Salesforce regarding their reports capabilities. We love their "Solutions" and have been using them for years, building what we needed very quickly. It is flawless, you can rely on this solution.”

- Xavier Daché