LOOP Reports

Schedule Salesforce Reports to Send to Any Email Address

Analyze Multiple Reports with Excel and Deliver One Report ...

Mass send to customers ...

Data Report

List of unique contacts; data; report parameters

Results

Allows you to use the same Excel file to send out thousands of customized reports to unique customers

Pricing
Basic Standard Enterprise

Per Org / Year

$500

$1,200

$1,200

Number of Reports

 Unlimited Unlimited 12,000

Per Report Overage Charge

 $0.00 $0.00 $0.25

Delivery Options
Email
Scheduled (Daily, Weekly, Monthly)

Document Options
HTML (PDF)
Excel
Excel (PDF)
Include with LOOPlus DDPs

Send Options
Contacts
Users (Profiles/Roles/Individuals)
Mass Delivery (Users, Contacts or Leads)
Features
  • Automate and schedule Salesforce reports to any Contact
  • Email standard Salesforce HTML reports, Excel output or PDF output from Excel
  • Consolidate multiple Salesforce reports into one customized report
  • Mass merge Salesforce reports, per unique account or other object, to email
How It Works
  • Salesforce Reports: Nothing new ... simply create your Salesforce reports
  • Build Report DDP: Create the schedule, select the reports to use and the appropriate Excel file, if needed
  • Delivery: Email the reports as a PDF, PDF output from Excel or the original Excel File
Requirements
  • Salesforce Edition: Enterprise, Unlimited, Force.com, Developer
  • Hardware: None
  • Browsers: IE, Firefox, Safari, Chrome
  • Server: None
  • Operating Systems: Any
  • Languages: English, German, Italian, Spanish, Dutch, Swedish, Finnish, Portugese, Portugese (Brazilian)