Report Builder - Frequently Asked Questions

General

How does Report Builder work?

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.

Do I have to recreate all my reports and dashboards in Report Builder - after all the name is Report "Builder"?

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.

What about my existing schedules in Salesforce, do you have to set those up again?

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.

How much does Report Builder cost?

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.

How many schedules can I create?

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.

Security

Does my data ever leave my Salesforce?

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.

How do I know my data is secure?

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.

Is Report Builder you SOC 2 compliant?

Yes, Report Builder is fully SOC 2 compliant.

What security measures are built into Report Builder?

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).

Can I use Report Builder against my Sandbox instance first to check it out?

Yes, when you log in you can either use a Salesforce Production or Sandbox org.

How do I revoke Report Builder from accessing my Salesforce 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.

Email

Can I have the scheduled emails come from our domain (e.g., customerabc.com)?

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.