Report Sender

Report Sender

CloudAnswers
Signara

Signara

AIBuiltBetter
+
+

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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).

About

Signara reporting is an automated reporting and dashboarding platform for marketing and finance teams. Plug in the data and Signara handles the rest, end to end. No analyst dependency. Reports that explain themselves. Numbers that stay consistent every time. No hallucinations. Most reporting platforms still need an analyst to create the reports and interpret the numbers and write the commentary. Signara does that for you. The output is a complete decision-ready package: what changed, why it matters, and what to do next. Available as an interactive dashboard or an automatically generated presentation deck. Connects to HubSpot, Snowflake, BigQuery, Excel, and more. Pricing: Analyst plan $29/month, Team plan $129/month (5 seats). Free tier with 2 reports and 1 interactive dashboard, no credit card required.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Marketing managers, finance teams, founders, agencies, and small-to-mid-size businesses producing recurring performance reports. Suited for teams that need professional, board-ready reporting output without dedicated analyst resource. Used across SaaS, e-commerce, agencies, hospitality, and professional services

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$100 per month
Free Version
Free Trial

Pricing

$29/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CloudAnswers
Founded: 2009
United States
www.cloudanswers.com

Company Information

AIBuiltBetter
Founded: 2025
United Kingdom
getsignara.com

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Categories

Categories

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

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

Integrations

Azure Database for PostgreSQL
Azure Databricks
Google Cloud BigQuery
Google Sheets
HubSpot Marketing Hub
Microsoft Excel
MySQL
Salesforce
Snowflake

Integrations

Azure Database for PostgreSQL
Azure Databricks
Google Cloud BigQuery
Google Sheets
HubSpot Marketing Hub
Microsoft Excel
MySQL
Salesforce
Snowflake
Claim Report Sender and update features and information
Claim Report Sender and update features and information
Claim Signara and update features and information
Claim Signara and update features and information