Use this link to share with your colleagues:
Report Builder: https://help.pm.leapevent.tech/a/503971
At A Glance
- Free and paid versions available.
- This app's provider does offer support.
App Details
Pricing details:
After a 30-day free trial, if you wish to use the report scheduling feature of this application, pricing starts at $20/month for your entire organization. Pricing subject to change.
Good for:
Organizations that want more control over the format of their Salesforce reports, or those that want to send reports to people who are not PatronManager users.
Useful Links
Download and send reports using other file types
Report Builder enables you to schedule and download your reports and dashboards as PDF, HTML, Word, Excel, and CSV files.
Customize the way your reports appear when you schedule or send them
You can upload your organization's logo for a customized look and choose a color scheme and style that make your reports easier to read.
Email reports on the fly or schedule them to be emailed in the future
You can customize the email that gets sent along with the report.
Send reports to additional recipients, not just PatronManager users
The benefit of using this app rather than the standard Salesforce report scheduling feature is that you can easily send reports to Contacts like board members or producers, not just other PatronManager users at your organization.
