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Report Builder enables you to download and schedule your existing Salesforce reports and dashboards in a variety of formats.

FEATURES

Additional Format Options

Additional Format Options

Report Builder goes beyond the basic Salesforce formats and enables you to schedule and download your reports and dashboards as PDF, HTML, Word, Excel, and CSV files.

Advanced Scheduling

Advanced Scheduling

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.

PDF Formatting

Formatting

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. Or just provide your own template!

No Setup Required

No Setup Required

Report Builder works with your existing Salesforce reports and dashboards. There is no installation necessary. Simply log in with your existing Salesforce username and password.

Custom Reports

Custom Reports

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.

It's Free to Try!

It's Free to Try!

Best of all, Report Builder is free to try! To get started, simply click here.

5,454

# of companies currently using
Report Builder



We're Listening

Report Builder covers 90+ ideas from the Salesforce IdeaExchange totaling over 150,000 points! Click below to see more detail.

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Frequently Asked Questions

Have questions about how Report Builder works or how to get started using it? Click below to review our frequently asked questions.

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Road Map

We are always adding new features to Report Builder. Click below to read more about our road map and upcoming features.

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