Unaric Reports augments your Salesforce reporting by generating more appealing reports and dashboards alongside advanced sharing and scheduling options. No installation is required: log in with your Salesforce credentials, grant access, and start using Unaric Reports.
The sources and our previous conversation describe several specific use cases for the report builder, ranging from automated distribution to advanced AI analysis:
Create solutions to automatically email Salesforce reports and dashboards as PDF attachments or merged email bodies. These distributions can be highly customized, such as setting a schedule for every weekday at 5 a.m. or applying logic like don't send if the report is empty.
Merge Salesforce data into templates to generate formal documents like quotes.
Once data is gathered, employ AI to identify trends and make recommendations, or use AI agents to compare multiple reports and include those insights in final documents or emails.
Child reports allow you to consolidate associated records (like Contacts or Line Items) under a primary object (like Accounts or Quotes), creating a comprehensive, single view of related data, customizable with charts and components.
Salesforce Reports offers connection to several external data sources to bring non-Salesforce data into reports.