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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.
The simplicity of Multistep reporting and the ability to cross-link Objects within a single report is a huge time saver and productivity boost.
I highly recommend their mail merge and multi-step reporting tools. Customer service is highly responsive and pleasant to boot.
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.
Harness both native and custom Salesforce objects. No more juggling between tools or facing object type restrictions.
Whether you're analyzing sales, marketing, or customer support data, Apsona's Multi-Step Reporting ensures you're not limited by object types.
A click, a drag, and you're set. Our interface makes reporting a breeze, eliminating the need for multiple apps, without leaving Salesforce.
Spend less time setting up and more time analyzing. Get insights faster and make data-driven decisions swiftly.
Forget custom coding or the 2,000 record limit. Dive deeper into your data without the usual constraints.
No more workarounds like creating custom report types or settling for partial data. Get comprehensive reports every time, ensuring you never miss a detail.
Cross-object filtering lets you slice and segment effortlessly. Access parent and child data seamlessly.
Simplify complex data relationships. Understand your data's story without getting lost in the details.
Get up-to-the-minute reports, ensuring you're always informed.
Make timely decisions based on the latest data, keeping your business agile and ahead of the curve.
Link data across objects without the Excel hassle.
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 Analysis stats in Salesforce without having to use shadow files of outdated data in Excel.
| Function |
Salesforce Native Reports |
Apsona 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 |
Not supported | Fully supported |
"Top-n" queries |
Not supported | Fully supported |
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