Report Builder uses the Salesforce Analytics API to run your existing reports and dashboards. You can then create schedules to send out your reports and dashboards.
No, you can use your existing reports and dashboards. You can also "build" Custom Reports that allow you to work with several of the limitations of the Salesforce APIs, such as the 2,000 row limit.
Yes, you do have to set those up again. However, when you log in to Report Builder, you can go to a page that lists all your existing schedules and allows you to easily import those into Report Builder.
Report Builder is free to try for 30 days. The schedule, email, and download features are disabled after the trial has ended. If you need to set up schedules, you can sign up for a paid plan starting at $20 / month. This price is for your entire organization - meaning we don't charge per user.
As many as you like. Also, note that with Report Builder one schedule can be set to run for several users, reports, and dashboards. This often means that you won't have to create as many schedules with Report Builder.
Yes, to run the reports and dashboards, Report Builder uses the Salesforce Analytics API to retrieve your report and dashboard data. Note though Report Builder never stores your data.
Report Builder runs on Amazon's AWS infrastructure and we have taken great measures to ensure that the web application and your data is highly secured.
Yes, Report Builder is fully SOC 2 compliant.
Report Builder uses the Salesforce Analytics API, so many of the built in Salesforce security features are already built in. For example, when you log in you will only see the reports you have access to in Salesforce. In addition, Report Builder drives off two key permissions in Salesforce: 1) Schedule Reports, 2) View All Data. If you have the Schedule Reports permission, you can use the schedule feature in Report Builder (just like in Salesforce). If you have the View All Data permission, then you can schedule reports for other users (again just like in Salesforce).
Yes, when you log in you can either use a Salesforce Production or Sandbox org.
Login to Salesforce, click Setup, select My Personal Information, select Personal Information, and then scroll down to OAuth Connected Apps. Now click Revoke on Report Builder.
Yes, you can also set up Email Authentication with Report Builder to make it so that emails are officially signed as coming from your domain.