Expand Salesforce report capability
Now, you can create the Salesforce reports you've always wanted
VisualSmart's extended online reporting capabilities blow the lid off
of old-style static reports. Now you can add a complete interactive
reporting solution that gives you:
- Total view of the organization: No limit to the sources of data that can feed VisualSmart Views and Reports (CRM, financial, ERP, HR, vendor, Excel, etc).
- Complete reporting solution: Past (Historical), Present (Live), and Future (Predictive); sophisticated queries vs simple.
- See the data you want to see: Full exception reporting, ad-hoc reporting, conditional reporting. Include outer joins, custom fields and custom objects.
- Flexible report design: a Drag-n-Drop design environment providing complete control over look and feel.
- Scheduled and emailed reporting: use the wizard interface to select reports, fequency, and a list of recipient Contacts -- or even non-Salesforce contacts. Then set it and forget it: VisualSmart will deliver your reports in Excel or pdf format.
Combine any table or set of tables
You can do a lot more with your Salesforce data, including creating reports from the most difficult SQL queries. In fact, you will have limitless ability to create reports using any data table or combination of tables—including reports that combine Salesforce data with data from other sources. VisualSmart Reporting Services supports a wide range of common data sources, such as OLE DB and Open Database Connectivity (ODBC) so that Synergex can seamlessly integrate Salesforce with other existing data sources.
Interactive reports
Salesforce static reporting is excellent for many uses, but now VisualSmart offers extended interactive reporting. Create your report, then drill down to examine anomalies or trends more closely.
Supporting the report lifecycle
VisualSmart's Reporting Services supports the full reporting life cycle, including:
- Report authoring: Report developers can create reports to be published to the Report Server using Microsoft or third-party design tools that use Report Definition Language (RDL), an XML-based industry standard used to define reports.
- Report management: Report definitions, folders, and resources are published and managed as a Web service. Managed reports can be executed either on demand or on a specified schedule, and are cached for consistency and performance.
- Report delivery: SQL Server Reporting Services supports both on-demand (pull) and event-based (push) delivery of reports. Users can view reports in a Web-based format or via e-mail.
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