Overview

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 use cases the sources and our previous conversation describe several specific use cases for the report builder, ranging from automated distribution to advanced ai analysis automated report distribution and scheduling 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 document generation for sales workflows merge salesforce data into templates to generate formal documents like quotes ai driven analysis 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 hierarchical and relational reporting 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 m ulti source integration salesforce reports offers connection to several external data sources to bring non salesforce data into reports