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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

The modern workplace is often overwhelmed by the sheer volume of data. Frequently, information is printed and sent manually, only to be outdated by the time it reaches its intended recipient. By eliminating the printing phase and exporting reports from AS400 and iSeries directly into Excel files or PDFs, businesses can achieve paperless reporting that facilitates electronic distribution and archiving. This approach not only minimizes costs associated with printing and distribution—such as labor, postage, and courier expenses—but also ensures that vital data is delivered to individuals almost immediately in usable digital formats. SpoolFlex serves as a user-friendly AS400/iSeries software solution that enables reports to be directly generated in various formats including Excel, PDF, CSV, and TXT. Its modular design allows you to customize a paperless reporting solution tailored to your specific needs and budget, providing flexibility and efficiency in data management. This innovative process ultimately streamlines workflows and enhances productivity in any organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce

Integrations

Salesforce

Pricing Details

$100 per month
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

CloudAnswers

Founded

2009

Country

United States

Website

www.cloudanswers.com

Vendor Details

Company Name

DRV Technologies

Country

United States

Website

www.drvtech.com/software-2/spoolflex-software/

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

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