Unaric Reports

Highlights

• Build & Format Salesforce Reports With Ease Create branded reports using intuitive point‑and‑click editing, complete with charts, pivot tables, and conditional logic. Export reports to PDF, Excel, Word, PowerPoint CSV and more.
• Automate & Deliver Reports Schedule hourly, daily, weekly, or set custom report delivery rules. Send via Email, Slack, Teams, FTP, cloud storage, and more, even to non-Salesforce users. Set smart parameters to skip empty reports or auto‑manage recipients.
• Generate Reports in Multiple Formats Create, automate and send proposals, contracts, invoices, compliance reports, and onboarding documents using branded templates.
• AI‑Powered Insights and summaries Let AI automatically highlight trends, anomalies, and key takeaways to generate executive summaries and alerts in real time.
• Security and compliance Protected data with SOC 2 and GDPR compliance, role-based access, full audit logs, and encryption in transit and at rest for enterprise-grade security.
• Why Choose Unaric Reports? Effortless report creation, automated workflows, intelligent insights, and enterprise-grade security, featuring easy set-up.