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Average Ratings 0 Ratings
Description
Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.
Description
Smart Report Organizer is an innovative software solution designed to automate the scheduling of your Crystal Reports seamlessly. Enhance your Business Intelligence capabilities with robust and adaptable reports that facilitate prompt, data-driven decision-making. As the Crystal Reports Scheduler, Smart Report Organizer allows for more effective Business Intelligence strategies by delivering powerful and versatile reports that ensure timely, evidence-based choices. SAP Crystal Reports (Business Objects) serves as the essential reporting tool for your organization, enabling the creation of compelling, well-formatted, and dynamic reports sourced from various data points within your company. The Windows service feature allows the application to function independently, meaning you can close it at any time without needing to stay logged into your device. You can select the desired format and destination for your report, and Smart Report Organizer will handle the automatic generation and delivery of the file to the specified location, ensuring efficiency in your reporting process. This level of automation not only saves time but also enhances overall productivity within your team.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
$100 per month
Free Trial
Free Version
Pricing Details
$70 one-time payment
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
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Vendor Details
Company Name
DataZimmermann
Founded
2012
Country
Austria
Website
www.smartreportorganizer.com
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