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What is Report Sender?

Easily organize and send your Salesforce reports without any hassle. You can conveniently deliver reports in a straightforward Excel format to any email address, including those belonging to non-Salesforce users, which means you can skip the cumbersome tasks of email forwarding or manually copying and pasting information. There are no restrictions on the objects or fields that you can employ, and all Salesforce sharing rules and user field-level security will be respected. The Report Sender feature has become a highly desired tool among Salesforce users, providing a simple way to schedule reports effortlessly. With dedicated customer support and a stellar five-star rating on Salesforce AppExchange, this feature is fully compatible with Lightning as well. However, Salesforce reporting comes with its own set of challenges, including time-consuming and repetitive manual processes. Those lacking development skills may find it difficult to join Salesforce data effectively. Moreover, numerous individuals within and outside your organization may need access to Salesforce reports, but generating and sending reports is limited to users with Salesforce accounts. Users can send a maximum of 200 reports each month, and reports may still get sent even if no data records are present, which can lead to misunderstandings. To mitigate these challenges, consider exploring solutions that simplify the reporting process and improve accessibility for all users involved, ultimately fostering better collaboration and communication.

What is Evisions Argos?

Evisions Argos delivers vital insights that enable timely and well-informed decision-making. This platform boosts operational efficiency in higher education institutions by offering flexible, powerful, and user-friendly reporting tools designed by experts in the field. Users are able to tap into real-time data that includes information on students, departments, and the institution as a whole. With interactive reports and dashboards, Argos displays this data visually, providing immediate insights and improving overall visibility within the organization. Furthermore, features like scheduled reporting, email notifications, an accessible Data Dictionary, and efficient data entry management equip users to effectively manage their reporting requirements. The CO-OP user community linked to Argos speeds up the implementation process while lowering the total cost of ownership, supported by an online repository of pre-designed reports and DataBlocks. This community encourages collaboration and the sharing of knowledge among professionals in higher education, fostering a nurturing environment for collective development. Consequently, Argos not only simplifies reporting tasks for institutions but also promotes a culture that prioritizes informed decision-making, ultimately benefiting the academic community as a whole. By leveraging these capabilities, institutions can position themselves for greater success and adaptability in an ever-evolving educational landscape.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CloudAnswers

Date Founded

2009

Company Location

United States

Company Website

www.cloudanswers.com

Company Facts

Organization Name

Evisions

Date Founded

1998

Company Location

United States

Company Website

evisions.com

Categories and 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

Categories and Features

Higher Education

Admissions Management
Alumni Management
Assessment Management
Curriculum Management
Faculty / Staff Management
Financial Aid Management
Fundraising Management
Housing Management
Scheduling
Student Information / Records
Student Portal

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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