Salesforce Reporting

Self-Service Reporting

Getting to the details shouldn’t require code or needing to learn multiple reporting tools.​

eOne’s Popdock gives users the power to search, create advanced queries, and create the Salesforce reports that help them be more efficient at their job. ​

• Connect to all of your Salesforce data to create standard and custom lists.​
• Bring your Salesforce and data from other apps together into your reports.​
• Add calculations and restrictions to your lists.​
• Search and use advanced filtering. ​
• Group and subgroup to see totals and subtotals by category. ​
• Use multi-company reporting across your lists.​
• Save Favorites and share them with other users.​
• Use actions to do things like open records, see related details, or run processes.​
• Export reports to Microsoft Excel or PDF ad-hoc or on a schedule (available with Popdock Premium).

Embedded Reporting

Embed reports in Salesforce and reports that contain Salesforce data in your other tech apps, so users can get to their data and insights faster. ​

• Create and access reports with Salesforce data, historical data and data from other apps without leaving Salesforce. ​
• Utilize all the self-service reporting options.​
• Enjoy a no-code set up experience to create your report and click a button to publish an iFrame for your Popdock widget. This is the component to embed in your app.

Cross App Reporting

Combine Salesforce data and data from other applications with Custom Lists.​

If you’re familiar with creating SQL queries of on-premise data, you’ll be relieved to learn that it’s now possible across all your cloud and on-premise apps. ​

Without writing a single line of code, Popdock makes it possible to:​

• Combine data from multiple tables from Salesforce into custom lists.​
• Combine Salesforce data with data from other apps into custom lists.​
• Join data from multiple sources into one list based on field. ​
• Compare similarities and differences between lists. ​
• Merge data into a single list. ​
• Summarize data from multiple sources into a single list.

Analytics

Build really cool management reports using Popdock’s matrix reports, which allows you to create analysis reports on Salesforce data.​

Often seeing the details prompts more questions on performance over time. What did the results look like at this time last month vs this month or year-over year? Matrix reports let you create an aggregate, variance, and color-coding to see an at a glance analysis of your Salesforce data.

Pre-Built Reports

Connect to the Salesforce data you need. These are just a few of the default lists that come with the Popdock Salesforce connector:

• Accounts​
• Assets​
• Campaigns​
• Cases​
• Contacts​
• Contracts, Contract lines​
• Events​
• Ideas, Idea comments​
• Leads​
• Notes​
• Opportunities, Opportunity lines​
• Orders, Order items​
• Price lists​
• Products​
• Solutions​
• Tasks​
• Users​
• Take any of these out-of-the-box lists, modify them, or simply use them as a “template” to create new favorites that suit what you need.