Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CxReports is an innovative software tool specifically crafted for the seamless automation of PDF document creation, including invoices, financial statements, and sales reports.
Its user-friendly design, combined with a straightforward WYSIWYG editor, makes it easy to craft professional reports that align perfectly with your brand identity, turning the creation process into a pleasurable task.
Additionally, CxReports facilitates the automated distribution of reports via email on a predetermined schedule while incorporating strong security measures to safeguard your data.
By using CxReports, you can enhance your reporting workflows, minimize manual tasks, and guarantee both precision and professionalism in your document generation efforts.
This solution not only optimizes efficiency but also empowers users to focus on more strategic aspects of their business.
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
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
MetaMail
No
Salesforce
No
Pricing Details
$0
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
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)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Codaxy
Founded
2010
Country
Bosnia and Herzegovina
Website
codaxy.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
Yes
Drag & Drop
Yes
Drill Down
No
Email Reports
Yes
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