Multi-step Reporting

Craft Reports Your Way: Multi-Object Linking and Configurations Made Easy

Break free from limitations. Experience the power of Multi-Step Reporting without the need for any coding or IT support.

Don’t Just Take Our Word for It

Hear from those who’ve transformed their Salesforce reporting with Apsona’s Multi-Step Reporting!
  • Multistep reporting and document generation extensions are super useful and allowed me to get rid of apps that we were only using for one purpose.

    - Helen Hoepfner

    Salesforce Administrator, Digital Promise
  • The simplicity of Multistep reporting and the ability to cross-link Objects within a single report is a huge time saver and productivity boost.

    - MLF Admin

    Mobile Loaves and Fishes
  • I highly recommend their mail merge and multi-step reporting tools. Customer service is highly responsive and pleasant to boot.

    - Rebecca Worters

  • Multi-step reporting and the new-ish associated Charts are mission critical tools which solve all kinds of reporting problems. We are saving many times the cost of the licenses in time and avoided manual Excel-based processes.

    - Lloyd Leanse

    Managing Director, Prager LLC

Cross-Link, Analyze, Excel.
Dive Into Seamless Multi-step Reporting

1. All Objects, No Limits

Harness both native and custom Salesforce objects. No more juggling between tools or facing object type restrictions.

  • How does this help you?

    Whether you're analyzing sales, marketing, or customer support data, Apsona's Multi-Step Reporting ensures you're not limited by object types.

2. Quick Report Creation

A click, a drag, and you're set. Our interface makes reporting a breeze, eliminating the need for multiple apps, without leaving Salesforce.

  • How does this help you?

    Spend less time setting up and more time analyzing. Get insights faster and make data-driven decisions swiftly.

3. Beyond Salesforce's Boundaries

Forget custom coding or the 2,000 record limit. Dive deeper into your data without the usual constraints.

  • How does this help you?

    No more workarounds like creating custom report types or settling for partial data. Get comprehensive reports every time, ensuring you never miss a detail.

4. Analyst-Centric Design

Cross-object filtering lets you slice and segment effortlessly. Access parent and child data seamlessly.

  • How does this help you?

    Simplify complex data relationships. Understand your data's story without getting lost in the details.

5. Real-time Data Insights

Get up-to-the-minute reports, ensuring you're always informed.

  • How does this help you?

    Make timely decisions based on the latest data, keeping your business agile and ahead of the curve.

6. Correlate with Ease

Link data across objects without the Excel hassle.

  • How does this help you?

    Gain a holistic view of your data relationships. Understand interconnected insights without juggling multiple tools. Analysis stats in Salesforce without having to use shadow files of outdated data in Excel.

Case Studies

Wondering how Apsona’s Multi-Step Reporting fares in real-world scenarios? Let’s dive into some success stories.

Why Choose Apsona's Multi-step Reporting Over Salesforce Native? Let's Break It Down

Function Salesforce
Native Reports
Multi-step Reports
Create and manage Report Types Required Not needed
Object limits At most 5 objects Unlimited
Record count limits At most 2,000 records in the view Unlimited
Lookup traversal Parent-to-child only No limitations, can go either parent-to-child or child-to-parent
Cross-object filters (e.g., Accounts with Opportunities in multiple years)
Minimal or not supported Fully supported
Chained filters across objects (e.g., Accounts whose Opportunities came from specific campaigns)
Not supported Fully supported
Metric filters
(e.g., Accounts with Opportunity total value at least $500k)
Not supported Fully supported
"Top-n" queries
(e.g., Partner Accounts and their top 5 Opportunities)
Not supported Fully supported

Reports That Empower Data-Driven Decisions

Explore Multi-step Reporting now!
Note: To harness the full power of Multi-step Reporting, ensure you have Apsona for Salesforce in your Salesforce org.

Curious to Know More?

We’re happy to help – explore our extensive support section that talks about ALL things Multi-step Reporting.

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