Getting Started
Unaric Reports works as a web app you can access with your Salesforce account and does not require installation.
- Choose your environment and click Login with Salesforce.
- Log in with your Salesforce credentials and allow access to Cloud4J - Report Builder.
- Accept the Terms and Conditions to finish login.
User permissions
By default, all user profiles have access to Unaric Reports. For managing user access to Unaric Reports, see User Permissions.
Subscription
Unaric Reports is free to try for 7 days. After that you can continue to use all features for free except for scheduling and downloading components. If you need to set up Solutions, you can sign up for a plan starting at $50 per month. The subscription covers your entire organization as we don't charge per user.
For more information, see Subscription.
Main features
Solutions
Package, process, and distribute your report or dashboard data.
Reports
Run, download, and schedule Salesforce reports or create custom reports with further capabilities.
Agents
Set up agents to extract actionable insights from your Salesforce reports.
Dashboards
Dashboards combine multiple reports into a single visual view, allowing you to monitor data from Salesforce and external sources.
Templates
Templates are pre-configured blueprints used to format, merge, and display report data in different formats.
Data Sources
Aggregate data from multiple sources to create reports and use AI to identify trends, patterns, and anomalies across data sets.