---
title: Getting Started
slug: reports/getting-started
description: New to Unaric Reports? Follow our step-by-step getting started guide to set up, configure, and begin using the application.
icon: {"faIcon":"fa-solid fa-rocket"}
docTags: 
createdAt: 2026-01-24T02:29:22.957Z
---

Unaric Reports works as a web app you can access with your Salesforce account and does not require installation.

1. [Open the Unaric Reports Login page](https://reportbuilder.cloud4j.com/login).
2. Choose your environment and click **Login with Salesforce**.
3. Log in with your Salesforce credentials and allow access to **Cloud4J - Report Builder**.
4. 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](docId\:ENkGX8lCkAEwcol1k41GI). 

## 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](docId\:AJOufLUfBwHv43VXKFLOJ).

## Main features

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###  :FontAwesome[]{icon="fa-solid fa-lightbulb"}  [Solutions](docId:0z3zNP5PPOmWigLOJTnLc) 

Package, process, and distribute your report or dashboard data.
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:::LinkArrayItem
### :FontAwesome[]{icon="fa-solid fa-table"} [Reports](docId\:ASi4f14UE2KYcduJY6c6s) 

 Run, download, and schedule Salesforce reports or create custom reports with further capabilities. 
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:::LinkArrayItem
### :FontAwesome[]{icon="fa-solid fa-robot"} [Agents](docId\:KGenI9stM-9vD8AiLQFvc) 

Set up agents to extract actionable insights from your Salesforce reports.
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:::LinkArrayItem
### :FontAwesome[]{icon="fa-solid fa-gauge"} [Dashboards](docId:3WpxSur2dHWXjASD22smr) 

Dashboards combine multiple reports into a single visual view, allowing you to monitor data from Salesforce and external sources.
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:::LinkArrayItem
### :FontAwesome[]{icon="fa-solid fa-file"} [Templates](docId\:eZsN8KN8JYKpFxKYeV0iZ) 

Templates are pre-configured blueprints used to format, merge, and display report data in different formats.
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:::LinkArrayItem
### :FontAwesome[]{icon="fa-solid fa-database"} [Data Sources](docId\:P9heFYs5nuT_djUP1Xwfh) 

Aggregate data from multiple sources to create reports and use AI to identify trends, patterns, and anomalies across data sets.
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