Report Builder - Frequently Asked Questions

General

How does Report Builder work?

Report Builder uses the Salesforce Analytics API to retrieve a list of your existing reports and then run those reports. We also allow you to create schedules for your reports.

What is Report Builder? Is it an app in the AppExchange?

No, Report Builder is a standalone web application that accesses your Salesforce instance to produce much nicer looking reports and offer advanced scheduling options.

Do I install Report Builder in my Salesforce instance?

No, there is no installation required. Simply log in with your existing Salesforce username and password, grant Report Builder access, and start using it.

Do I have to recreate all my reports and dashboards in Report Builder - after all the name is Report "Builder"?

No, we use your existing reports and dashboards. The Builder part of the name is really just to match our product naming convention - we also have Web Site Builder and Web App Builder. You can also "build" Custom Reports that allow you to work with several of the limitations of the Salesforce APIs such as the 2,000 row limit.

What about my existing schedules in Salesforce, do you have to set those up again?

Yes, you do have to set those up again. However, when you log in to Report Builder you can go to a page that lists all of your existing schedules and allows you easily import those into Report Builder.

How much does Report Builder cost?

Report Builder is free to try for 30 days. The scheduling, emailing and downloading features are disabled after the trial has ended. If you need to setup schedules, you can sign up for a paid plan starting at $15 / month. This price is for your entire organization - meaning we don't charge per user.

I thought Report Builder was completely free?

When Report Builder was first released, we allowed everyone to use it for free and it was our hope to always keep it that way. However, the product has been so popular that it has led to increased development and infrastructure costs. This has forced us to start charging for the use of Report Builder. Note, however, we still offer a free version that includes all Report Builder features except for the scheduling, emailing, and downloading components. Also, all of our paid subscriptions are very reasonably priced.

How many schedules can I create?

Unlimited. Also, note that with Report Builder one schedule can be set to run for several users. This often means that you won't have to create as many schedules with Report Builder. In case you do though, we allow you to create as many as you would like.

Got anything new coming out?

Yes, we are always working on cool stuff. Check out our Road Map to see what we will be building soon.

How often do you release new features?

We release major versions of Report Builder on the same frequency as Salesforce (mainly because there will be times that features we offer will be dependent on new features they offer). So three times a year. We also do minor releases in between those to push out bug fixes and / or smaller feature enhancements.

Custom Reports

You mention Custom Reports can be used to overcome many of the limitations of Salesforce's Analytics API - Tell me more.

Custom Reports are just that - custom reports that we build for you that can pretty much do anything. We can include charts, conditional formatting, query more than 2,000 records, include formula fields, etc. We can do this because we use the Salesforce REST API to query your data. That API doesn't have nearly as many restrictions as the Analytics API. In addition, we build custom reports from scratch (using JSPs) so we can basically build anything you need into them.

Wow, Custom Reports sound pretty cool - what's the catch?

The only real catch is you have to pay to have us develop them. Our standard development rate for custom reports is $50 / hour. So, for example, a simple custom report (that just uses a SOQL query) usually only takes us an hour or two to develop (so roughly $50 - $100). An advanced custom report could take more like 4-8 hours (so roughly $200-$400).

Can Custom Reports use the other cool scheduling features Report Builder offers?

Yes, that's one of the really cool things about Custom Reports. They appear alongside your other reports and you have all the standard functions available to you: Run, Schedule, Download, etc.

Security

Does my data ever leave my Salesforce?

Yes, in order to run the reports we use the Salesforce Analytics API to retrieve your report data and display it on the web page or include in an email. If you don't archive your reports, then once we are done rendering the report on screen or creating the file for a schedule, the data is erased. If you use the report archive function (which is easily configurable on or off), then we store the report output in secure directories dedicated to you.

How do I know my data is secure?

Report Builder runs on Amazon's Cloud infrastructure and we have taken great measures to ensure that the web application and your data is highly secured.

That all sounds good but my security team is still saying we can't have a third party app access our data. Any suggestions?

Yes, we do offer an on-premise option where we will supply you the Report Builder web app to host on an internal server you own.

What security measures are built into Report Builder?

Because we use the Salesforce Analytics API, many of the built in Salesforce security features are already built in. For example, when you log in you will only see the reports you have access to in the Salesforce. In addition, we drive off two key permissions in Salesforce: 1) Schedule Reports, 2) View All Data. If you have the Schedule Reports permission, you can use the schedule feature in Report Builder (just like in Salesforce). If you have the View All Data permission, then you can schedule reports for other users.

Can I use Report Builder against my Sandbox instance first to check it out?

Yes, when you log in you can either login to a Production instance or a Sandbox instance.

How do I revoke Report Builder from accessing my Salesforce instance?

Login to Salesforce, click Setup, select My Personal Information, select Personal Information, and then scroll down to OAuth Connected Apps. Now click Revoke on the Report Builder.

Email

Can I have the scheduled emails come from our domain (e.g. customerabc.com)?

Yes, we use SendGrid to send all emails. If you like, we can setup a sub account for you that can be used to send emails directly from your domain. If you would like us to do that, simply log in to Report Builder and submit a request for that (include your name, email, and phone number - we will call you).

Giving Back

We love Report Builder - how can we give back or help?

There are a couple of ways:

  1. Tell people about it - your co-workers, colleagues, local Salesforce communities, etc.
  2. Use the feedback form in the app to submit ideas, issues, etc.
  3. Use it and push it to the limit. We want to know if there are additional limitations so we can fix those or build cool features to get around those.