Solutions
Set up Solutions to automate the packaging, processing, and distribution of your reports and dashboards.
Key features
- Report bursting management: You can use a burst report to take a single data set and split it into multiple filtered versions, sending each recipient only the data relevant to them.
- Salesforce integration: Solutions can be triggered with a Salesforce button that sends a specific record ID (like an Account or Quote ID) to the solution and instantly generates a filtered report or document. Fore more information, see Salesforce Buttons.
- AI integration: Attach agents to a solution to automatically analyse report trends or compare data before the results are sent out.
- Document generation: Solutions can merge data from various reports into branded templates to create files like quotes or account summaries.
How it works
The Solution creation process follows a wizard-driven workflow:
Select items
Items are the building blocks of your solution. They represent the components you can include, such as standard Salesforce reports, custom reports from external sources (like Google Analytics), or AI agents.
Choose output & delivery
You define the file format (PDF, Excel, Word, or HTML) and how it should be sent. Delivery options include email, saving to cloud storage (Dropbox or Google Cloud), or sending to DocuSign for signatures.
Set a schedule
You determine when the solution runs, such as daily, on specific weekdays, monthly, or at custom intervals (e.g., every two weeks). You can also automate them using a Salesforce Outbound Message.
Configure options
You can set specific rules, such as don't send if the report is empty to avoid cluttering inboxes. Further, you can use Lists to manage who you are sending solutions to.
Run the Solution
Once saved, the solution will automatically run according to the frequency you defined. Moreover, you can also manually trigger the Solution or run them from your own application using Unaric Report's API (see Solutions API). To keep track of your active solutions, Unaric Reports also features a Solutions Calendar.
For more information about adding a solution, see Add Solution.
Examples
Solutions' complexity varies from sending a single report or dashboard to merging custom reports with multiple conditions. To help you better understand what you can do with Solutions, see the following implementation examples:
Burst solutions enable you to take a single report, split it up into multiple filtered reports, and then send those reports to a list of recipients.
Set up a burst with multiple filters on the regular report.
Add a direct link or button in Salesforce to a Solution that creates a dynamic document from the record you are viewing.
Use a Burst report to merge in data from multiple Source reports into a personalised document template.
Send marketing emails to lists of recipients determined by a report.
Stop Solution
To stop a Solution, go to the Solutions tab, and do one of the following:
- Click the Deactivate button.
- Click the Delete button.
Export Solutions
Downloads a spreadsheet of all Solution destinations. You can use this export to view where your solutions are being sent, whether that be an email, an FTP server, a Google Drive, etc.
Split currency values
You can split the currency type and the currency value into separate columns in XLSX and CSV delivery files. In this way, the currency value is treated as a number field in Excel rather than a plain text field.
- Navigate to Configure > Settings.
- Check the Split Currency Values option to activate it.
- Click Save to finish.