Apsona Multi-Step Reporting for Salesforce
By ApsonaAdmin & Developer Tools
- Rating
- 4.7
- Reviews
- 31
- Pricing
- Paid
- From $121 per user per month
- Listed since
- 2012
About Apsona Multi-Step Reporting for Salesforce
Craft Reports Your Way: Multi-Object Linking and Configurations Made Easy
Other features:
- Simple, intuitive user interface
- Full support for summarization and metric calculations such as sum, average, max and min, not limited to 2,000 records, unlike native Salesforce reports
- Support for queries like "top 10" or "bottom 10", e.g., show all Northeast accounts, and for each, show the most recent 5 opportunities
- Your data stays in your org: it is not copied to an external store, unlike many other reporting tools
- Reports reflect the most current state of your data, not a snapshot stored in some external store
- No need to create or manage report types in Salesforce
- Export instantly into an Excel spreadsheet or in CSV format
- No Apex/ VisualForce / other coding required
You can also use multi-step reports to create real-time charts and dashboards via a simple drag-and-drop interface.
Installation directions: (1) Please install Apsona for Salesforce from https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JejzEAC if not already installed (2) Install Apsona Multi-step Reporting (this application) (3) Click the Apsona tab. The Multi-step Reports feature will be available as a menu item within Apsona.
Highlights
- MULTI-OBJECT REPORTING Run powerful cross-object reports directly in Salesforce, no code or exports required. Filter across related objects, schedule delivery, and enable real-time data access to make faster, smarter decisions.
- DOCUMENT & EMAIL MERGE Generate Word, PDF & email templates using Salesforce data, at scale or on-demand. Automate doc creation & delivery to boost engagement & save time. “It’s my favorite mail merge tool for its reliability, flexibility & price." – Adam
- DEDUPLICATION & GRID EDITING Identify and merge duplicate records, perform mass updates, and embed editable grids on Salesforce record pages. Keep your data clean and workflows efficient without switching tabs or using external tools.
- Quick Report Creation: Spend less time setting up and more time analyzing. Get insights faster and make data-driven decisions swiftly.
- Beyond Salesforce's Boundaries: No more workarounds like creating custom report types or settling for partial data. Get comprehensive reports every time, ensuring you never miss a detail.
- Analyst Centric Design: Simplify complex data relationships. Understand your data's story without getting lost in the details.
- Real-time Data Insights: Make timely decisions based on the latest data, keeping your business agile and ahead of the curve.
- Correlate with Ease: Gain a holistic view of your data relationships. Understand interconnected insights without juggling multiple tools. Analysis stats in Salesforce without having to use shadow files of outdated data in Excel.
- All Objects, No Limits: Harness both native and custom Salesforce objects. No more juggling between tools or facing object type restrictions.
Screenshots
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Pricing
Paid, from $121 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $121 per user | Monthly |
Multi-Step Reporting is included with Apsona for Salesforce. Requires Apsona for Salesforce Package available at https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003JejzEAC Nonprofits: 20% discount available
The publisher offers discounts.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 12, 2023
- Industries
- Financial Services
- High Tech
- Manufacturing
- Languages
- English
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