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 docid\ xglzs371xq4papbpu1dbx ai integration attach agents docid\ kgeni9stm 9vd8ailqfvc 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 docid\ kuvyf57cai6zon5h5mwip 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 docid\ gjephb20g8qozrbqh4oag 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 docid\ gkyroep0qepukpv wgfna 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 docid\ fwfcv9e3ek5appnxieeoo ) to keep track of your active solutions, unaric reports also features a solutions calendar docid\ un 50shznbvjcvivxeup for more information about adding a solution, see add solution docid\ s f6 zmjhnbedkqya9 3l 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 simple burst docid\ zacjw9a2zlaaicicaj1vx 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 burst with multiple filters docid\ enjlqsceafwvvlqypvtcv set up a burst with multiple filters on the regular report document merge direct link docid\ r dbth ymbcoc i9eagfm add a direct link or button in salesforce to a solution that creates a dynamic document from the record you are viewing multi item document merge solution docid\ dggjtp erpjnn2q0maddv use a burst report to merge in data from multiple source reports into a personalised document template marketing email docid\ niktv8omxzcvfhnrhbedx 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