Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CxReports is an innovative software tool specifically crafted for the seamless automation of PDF document creation, including invoices, financial statements, and sales reports.
Its user-friendly design, combined with a straightforward WYSIWYG editor, makes it easy to craft professional reports that align perfectly with your brand identity, turning the creation process into a pleasurable task.
Additionally, CxReports facilitates the automated distribution of reports via email on a predetermined schedule while incorporating strong security measures to safeguard your data.
By using CxReports, you can enhance your reporting workflows, minimize manual tasks, and guarantee both precision and professionalism in your document generation efforts.
This solution not only optimizes efficiency but also empowers users to focus on more strategic aspects of their business.
Description
eCourier serves as a robust application that facilitates the scheduling and delivery of Salesforce reports as email attachments in formats like Excel or CSV, allowing distribution to users, contacts, and even external email addresses through both ad-hoc and scheduled jobs. It is a fully native Salesforce solution packed with features, enabling users to access all standard reports and custom Visualforce pages from their organization in real-time, thus allowing them to select any report for delivery according to their desired schedule. Users have the flexibility to determine the frequency of report dispatch, ranging from hourly to monthly intervals, and they can opt to send reports immediately without creating a schedule if they prefer. Additionally, users have the ability to modify or deactivate existing schedules as needed. Recipients can include any user or contact from the organization, and lookup filters are available to facilitate the selection process, while external email addresses must be manually entered along with corresponding names. This comprehensive functionality ensures that report distribution is both efficient and tailored to the user's specific requirements.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
MetaMail
Salesforce
Pricing Details
$0
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Codaxy
Founded
2010
Country
Bosnia and Herzegovina
Website
codaxy.com
Vendor Details
Company Name
Mirketa
Founded
2003
Country
United States
Website
www.mirketa.com/ecourier-report-scheduler/
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports