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Unaric Reports - Easily Create Reports from Salesforce Data

Report generation for Salesforce

Overview

Unaric Reports transforms Salesforce data into polished, branded reports in minutes. Automate delivery, integrate external data, and unlock AI-powered insights, all without leaving Salesforce.

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See How Unaric Reports - Easily Create Reports from Salesforce Data Works

  • Build & Format Salesforce Reports With Ease Create branded reports using intuitive point‑and‑click editing, complete with charts, pivot tables, and conditional logic. Export reports to PDF, Excel, Word, PowerPoint CSV and more.

  • Automate & Deliver Reports Schedule hourly, daily, weekly, or set custom report delivery rules. Send via Email, Slack, Teams, FTP, cloud storage, and more, even to non-Salesforce users. Set smart parameters to skip empty reports or auto‑manage recipients.

  • Generate Reports in Multiple Formats Create, automate and send proposals, contracts, invoices, compliance reports, and onboarding documents using branded templates.

  • AI‑Powered Insights and summaries Let AI automatically highlight trends, anomalies, and key takeaways to generate executive summaries and alerts in real time.

  • Security and compliance Protected data with SOC 2 and GDPR compliance, role-based access, full audit logs, and encryption in transit and at rest for enterprise-grade security.

  • Why Choose Unaric Reports? Effortless report creation, automated workflows, intelligent insights, and enterprise-grade security, featuring easy set-up.

Unaric Reports transforms Salesforce data into polished, branded reports in minutes. Automate delivery, integrate external data, and unlock AI-powered insights, all without leaving Salesforce.

Categories

Business Needs
Document Generation
Admin & Developer Tools
Dashboards & Reports
Industries
Horizontal Product
Financial Services
Professional Services
Personas
Administrator
Consultant
Data Analyst
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Lightning App Builder
Salesforce Mobile

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