Report Upgrade - Supercharge your reports

Buggy and challenging to use but nothing else compares

Report Upgrade is the only solution I've found that comes close to our 25+ year old no longer supported program. Salesforce only offers reports in a spreadsheet style which is not useful in all situations. You also cannot provide any conditional formatting to them or design the layout as you need. Report Upgrade can do a lot however it comes with issues... 1) The interface doesn't show you what file you have open. It's also not clear if you are in report mode or dashboard mode. 2) Arraigning elements on a page is beyond difficult. You can drag anything anywhere but lining things up is the challenge. You can use the 'arrange' screen but you can't see the field/box names (just a blank box for every field). Aligning say 3 fields to the same 'bottom' or 'top' (to be level with each other) is either not doable or too hard to figure out. Adjusting field size for the data is trial & error as you have to keep previewing the report and then going back. 3) The program is buggy and if you don't save (like every 30 seconds) you may loose your work without notice! In my short time using, I've encountered multiple run-time errors as well. Response for help however, is very good but the program needs work. Unfortunately Salesforce does not offer it's customers solutions that were available over 25 years ago and trying to run a business with buggy third party software it's hard to give this a higher rating than 2 or 3 stars.

licenses

If I'm not a creator i'm able to visualize the report that other person create for me? Thanks

How to get the trial version of this product

i am curious to know how we can get trial version of this product.

Does it all!

When looking for a salesforce application that can run reports with no object limitations. This was the only application that could do it. Objects in reports don't even have to be related in any way. You can do so much customization to reports and the dashboard! It truly is amazing and no where near as pricey as other competitive applications! The customer support is also awesome and majority can help right away! Definitely recommend this application for report building with Salesforce data.

Just what we have been looking for!

This app has helped us streamline our sales processes by the use of the awesome dashboards the team created. The staff helped us tremendously in understanding what we needed and how to achieve it. HIGHLY RECOMMENDED!!!

Upgrade Indeed!

Report Upgrade is exactly that - a HUGE upgrade in our ability to communicate our key metrics to our donors, Board, and senior management. The ability to drill down by simply clicking a dashboard component or an individual data point is a game-changing feature for us and our targeted communication to our donors who are interested in specific regions, demographics or causes.

Definitely Recommend

We had the Report Upgrade team cover two urgent requests for us and are eager to learn the tool ourselves. I can see many of our reporting requirements being fulfilled by this tool. The backend setup is minimal and the interface is inviting and easy to manage. Charles and CeCe are wonderful to work with. I recommend checking out this tool!

Great Tool

The user interface is great. The app really brings reports to life.

Powerful tool needed by anyone in Management

This is an EXCELLENT tool, especially for your management team! The Report Upgrade team was wonderful in helping to set up personalized dashboards for our organization. I'm still learning the full capacity of this application, and am already amazed at it's reporting capabilities. Not only does it display the data in multiple ways, but it allows you to work and EDIT your Salesforce data as you move across the charts. The capability to interact all charts on a page allows for my management team to easily gain an understanding of key points in our organization!

Installation Issue

Installed this app in my sandbox. When I try to access it I keep getting prompted to install Microsoft Silverlight even though I've already installed it. How can I get access to the app?