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Manage Salesforce reports and dashboards

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.

Organize and export Salesforce Reports

Discover relevant Salesforce reports and dashboards

Organize Salesforce Reports and Dashboards aligned to business metrics, process, lines of business, and importance.

Manage your Salesforce Dashboards

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.

Manage your Salesforce Reports

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 Salesforce reports to Excel

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.

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