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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 QueryTree?

QueryTree streamlines the creation and sharing of reports derived from your software's databases. This open-source solution acts as a platform for ad hoc reporting and data visualization in various applications. It's conveniently available for download on GitHub, and you can operate it through Source, Binaries, or Docker to link it to databases like Microsoft SQL Server, MySQL, or PostgreSQL, making installation straightforward. Serving as the essential reporting interface your application may lack, QueryTree enables users—whether they are technically savvy or not—to effortlessly select, filter, group, aggregate, and visualize data from any table within their database. Users have the ability to export their results, collaborate with team members by sharing reports, and even schedule automated emails to keep everyone updated. By offering an intuitive report builder, you empower users to delve into, choose, and summarize their data with ease. With QueryTree, it’s possible to craft captivating interactive charts that deliver visual insights without any coding required. Moreover, you can swiftly and securely connect to MySQL, PostgreSQL, or Microsoft SQL Server in just a few minutes, significantly enhancing your application's reporting features. This tool is crafted to make data reporting user-friendly for all, ensuring that everyone, regardless of their technical expertise, can benefit from its capabilities. Ultimately, QueryTree not only democratizes data access but also fosters collaboration among users by making report generation a seamless experience.

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

$29 per month
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

D4 Software

Company Location

United Kingdom

Company Website

querytreeapp.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

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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