Report Builder goes beyond the basic Salesforce formats and enables you to schedule and download your reports and dashboards as PDF, HTML, Excel, or CSV files.
Multiple schedules can be set on a single report or dashboard. In addition, schedules can be set for one or more users, for Salesforce users and non-Salesforce users, and on just about any schedule and start time.
Supply your own logo, pick from different layout styles, select paper size and orientation, select from pre-defined color schemes or provide your own, and choose a font and font size.
Report Builder works with your existing Salesforce reports and dashboards. There is no installation, no need to setup additional documents or migrate your data to external systems. Simply log in with your Salesforce username and password.
If you need a report that goes beyond the base Salesforce capabilities, we can build you a custom report. Custom reports can also use all of the core Report Builder features - downloading, scheduling, etc.
Best of all, Report Builder is free to try! To get started, simply click here.
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Report Builder covers 90+ ideas from the Salesforce IdeaExchange totaling over 150,000 points! Click below to see more detail.View
Have questions about how Report Builder works or how to get started using it? Click below to review our frequently asked questions.View