Create, customize, analyze and share Salesforce reports

Unaric Reports supercharges Salesforce's native reporting capabilities, enabling you to build, format, and automate reports directly from your Salesforce data, and distribute them to non-Salesforce users.

• Flexible report customization and formatting
• Convert reports into various formats: PDF, Excel, Word, PowerPoint and more
• Generate AI-powered insights and summaries from Salesforce data

An advanced report builder for Salesforce

Design, run, and customize reports from any Salesforce object

Create bespoke reports from both standard and custom Salesforce objects.  Utilize point-and-click editing to adjust layouts, apply conditional formatting, and incorporate visual elements like charts and pivot tables.

Schedule Salesforce reports

Eliminate manual report creation by scheduling automated deliveries.  Set up hourly, daily, weekly, or custom schedules, and distribute reports via channels like email, Slack, Microsoft Teams, or FTP. Monitor delivery and open rates to ensure timely access to information.

Gather insights from AI analysis

Save time scouring through reports to find insights. Let AI do the heavy lifting. Instantly surface trends and anomalies, and generate executive summaries highlighting key focal areas. Make informed decisions with predictive analytics and intelligent recommendations.

Centralize Reporting Across Multiple Platforms

Integrate Salesforce data with other business systems to create comprehensive reports.  Merge multiple datasets for a unified view of sales, finance, and operations, enhancing business intelligence and reporting accuracy.