We will be making several enhancements to our Document Templates to support more sophisticated document merging capabilities.
Now that Salesforce has added support for joined reports in their API, we are planning to bring those types of reports into Report Builder.
We are currently building out an integration with DocuSign that will enable users to merge documents using Report Builder templates and send them to DocuSign for signatures.
One of our most popular Report Builder features is the ability to send out filtered reports. We will be adding that same functionality for dashboards.
We are always looking to add new integrations for sending and storing reports, dashboards, and documents such as Google Cloud Storage and Azure Blob Storage.
We will be building out a Solution calendar which will enable users to see when all of their Solutions will run.
We are looking to bring on new datasource such as Google Adwords, Stripe, Linked In, HubSpot, etc.
As we add more database integrations, we will move beyond just Salesforce users and enable anyone that needs to create reports, dashboard, and documents to use Report Builder.
We plan to add a number of other enhancments such as encrypted email, PDF autofit, HTML templates, specialized report types, and Solution change logs.
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