Step 1. Load Template
Generate report from your custom template - including charts, formulas and static data.
Step 2. Connect to Data
Load data directly from popular cloud databases to a tab, named or custom range in your template.
Step 3. Schedule Report
Choose a time to run your report - daily, weekly, monthly, quarterly or annually.
Step 4. Add Subscribers
Reports are sent automatically via email as either an attachment, secure link or password protected download.
Supported Databases and Data Sources
Import data from popular cloud databases and Salesforce.