---
title: Overview
slug: reports
description: Explore the official documentation for Unaric Reports. Access comprehensive guides, tutorials, and reference materials to master Reports.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/LDG7qhV1OAxR-uQUtHKI__unaric-reports3.png
icon: {"faIcon":"fa-solid fa-bolt"}
docTags: 
createdAt: 2026-01-24T02:22:43.607Z
---

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.

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## 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:

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### 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*.
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### Document generation for Sales workflows

Merge Salesforce data into templates to generate formal documents like quotes.
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### 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.
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### 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.
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### Multi-source integration

Salesforce Reports offers connection to several external data sources to bring non-Salesforce data into reports.
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