Manage your Salesforce Reports and Dashboards like a Pro!
Take control of your Salesforce reports and dashboard lifecycle with DataTools Pro!
Salesforce Report and Dashboard Management – Coming Soon
Our new Salesforce Report and Dashboard management tool features new tags, metrics glossary, and filters at your disposal. We built this tool to put process and governance around Salesforce reports.
Discover relevant Salesforce reports and dashboards
Organize Salesforce Reports and Dashboards aligned to business metrics, process, lines of business, and importance.
Filter and focus on Salesforce reports based on usage
Slice and dice your report library based on any combination of filters including last run, status, topics, topics, and who worked it it.
Create a process for your Salesforce report lifecycle
Identify abandoned reports and mark for deletion. Relate analytics to your metrics and bulk classify and differentiate production from development reports.
Export your Salesforce reports and Dashboards to Excel
When you need a quick list of reports and dashboards to distribute, DataTools Pro provides a quick export.
Additional DataTools Pro Features
Entity Relationship Diagrams
Understand object relationships to build better custom report types.
Metrics Glossary
Turn your dashboards and reports into metrics glossaries
Salesforce Data Dictionary
Define and organize the fields that matter for dashboard and reports.
