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Apsona Multi-Step Reporting for Salesforce

By Apsona

Craft Reports Your Way: Multi-Object Linking and Configurations Made Easy

$121   USD/user/month

Discounts available for nonprofits

Try It
Industries
Financial Services
High Tech
Manufacturing
Business Need
Document Generation
Dashboards & Reports
Data Cleansing
Requires
None

Say hello to effortless reporting - without any limitations. With Multi-step Reporting, you can create sophisticated reports across multiple objects, all in a few clicks. It's time to make data-driven decisions without the data-driven headache.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
- Completely browser-based, no need for any plugins or additional components. - Requires Apsona for Salesforce, available at http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JejzEAC

App Details

Version
Apsona Multi-step Reporting/Fall 2020 1.3.0
Listed On
08/15/2012
Latest Release
01/06/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/12/2023

Additional Details

Other features: - Simple, intuitive user interface - Full support for summarization and metric calculations such as sum, average, max and min, not limited to 2,000 records, unlike native Salesforce reports - Support for queries like "top 10" or "bottom 10", e.g., show all Northeast accounts, and for each, show the most recent 5 opportunities - Your data stays in your org: it is not copied to an external store, unlike many other reporting tools - Reports reflect the most current state of your data, not a snapshot stored in some external store - No need to create or manage report types in Salesforce - Export instantly into an Excel spreadsheet or in CSV format - No Apex/ VisualForce / other coding required You can also use multi-step reports to create real-time charts and dashboards via a simple drag-and-drop interface. Installation directions: (1) Please install Apsona for Salesforce from https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JejzEAC if not already installed (2) Install Apsona Multi-step Reporting (this application) (3) Click the Apsona tab. The Multi-step Reports feature will be available as a menu item within Apsona.

Need help?

Apsona

San Jose, CA 95135

Ask us anything. We’re committed to providing the answers you need. Should you require direct assistance, feel welcome to participate in our weekly office hours or fill out a request form. https://www.apsona.com/contact-us/

Support Phone888-872-9795
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