Introducing: Multi-step Reports

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  • Quickly create reports in your browser
  • Use any number of objects, native or custom
  • No coding or IT involvement
  • No need to create/manage report types
  • Instant export to Excel or other spreadsheet

Testimonials

"I am using this great application for several nonprofit clients and I cannot say enough good things about the Apsona and their outstanding support... I highly recommend Apsona!"
– Tal Frankfurt, Cloud for Good
"Apsona is already a fantastic tool for data manipulation. [And] the new multi-step reporting add-on is must-have."
– Judi Sohn, KELL Partners
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Our customers

Apsona for Salesforce

Apsona for Salesforce is an add-on application for salesforce.com®, available through AppExchange®. It makes many routine data management tasks on Salesforce much easier. For example, you can:
  • Quickly find and filter data records with cross-object filtering
  • Export and mass-update data fields in just a few clicks
  • Import data records with a much simpler interface

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Multi-step reports

Multi-step reporting is a new tool for extracting and analyzing data in your salesforce.com instance. You can use it to create quick reports for routine data management needs. Here are some key benefits it offers:
  • Full support for cross-object reporting
  • Supports any number of Salesforce objects, native or custom
  • No need for any coding or IT involvement
  • Entirely browser-based, with no plugins or add-ons needed

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Excel, Word and Email merge

Use the data records in your Salesforce database to merge into Excel spreadsheets, Word documents and email messages.

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Batch gift entry

If you are a non-profit organization that needs to enter gifts into your Salesforce database quickly, this add-on is for you.

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Over the Edge

Migrating your non-profit organization from Raiser's Edge to the Salesforce Non-profit Starter Pack is a snap with this application. Just tell it where to find your Raiser's Edge database and what Salesforce org to migrate it to, and it does the rest, in a matter of minutes.

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