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Add logo, title, texts, standalong summaries, tables, charts. Change font, size, color, paper size, page header, footer, page break... you name it.

  • Super flexible. Put any component anywhere.
  • Variety of components to choose from.
  • No limit. Add as many components as needed.
  • Display component by data join or individually.

Unlimited Data Join

Bring data from different objects or sources


send your reports in
different formats

to any email addresses

Personalized Reports

Pricing plans

Choose the Number of Users You Need

Only the Salesforce® users who access Report Upgrade reports/dashboards need subscriptions. Report delivered by Report Scheduler could go to any email address.


* monthly plan is for credit card auto charge only *

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Frequently Asked Questions

Two major advantages are report formatting and data join. You can create very professional look of reports with Report Upgrade. Aslo join multiple data sources in a report. Please check out the features page of the web site.

Report Upgrade is a real-time app. It displays your most current data in Salesforce®. Each time a dashboard/report is loaded or a click triggering interactions, it fetches the most current data from the data sources. The only exception is the flat file uploaded. If you choose to upload a flat file (CSV) file as your data source, we do store the uploaded file on our servers.

Report Scheduler provides scheduling capability to send reports as an attachment in emails or embedded as email contents. The reports could also be customized based on user profiles.

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