CxReportsCodaxy
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Report SenderCloudAnswers
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Related Products
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About
CxReports is a software solution designed for the automated generation of PDF documents, such as invoices, financial statements, sales reports, etc.
With a user-friendly interface and an intuitive WYSIWYG editor, CxReports ensures that creating professional reports, that match your brand, becomes an enjoyable experience.
CxReports offers automated report delivery via email at scheduled intervals and supports robust security features for data protection.
Streamline your reporting processes, reducing manual effort, and ensuring accuracy and professionalism in report generation with CxReports.
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About
Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Freelance, Startups, SME's, Enterprise. Finance, Healthcare, Marketing
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Audience
Businesses looking for a free application that selects any of their Salesforce reports to be sent as a CSV file to an internal and external email address on a regular schedule
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$0
Free Version
Free Trial
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Pricing
$100 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCodaxy
Founded: 2010
Bosnia and Herzegovina
codaxy.com
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Company InformationCloudAnswers
Founded: 2009
United States
www.cloudanswers.com
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Categories |
Categories |
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Reporting Features
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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Integrations
Salesforce
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