Average Ratings 0 Ratings
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
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
No
API Access
Has API
No
Pricing Details
$100 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Vendor Details
Company Name
Mirketa
Founded
2003
Country
United States
Website
www.mirketa.com/ecourier-report-scheduler/
Product Features
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
No
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Product Features
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No