Key features and benefits
Use all your objects
Create reports with data from any number of Salesforce objects, both native and custom.
Create reports quickly
Quick, user-friendly, browser-based interface: Simply click and drag to create reports.
No need for custom coding, no 2,000 record limit, no need to manage record types, unlike native Salesforce reports.
Use cross-object filtering to slice and segment your data. Get data from parent and child objects without
restrictions, unlike native Salesforce reports.
Report content matches the upto-the-minute state of your database, since no external store is used.
Join and correlate between objects
Create joined results between data records in different objects right within your report, without resorting to Excel VLOOKUP.
|Salesforce Native Reports||Apsona Multi-step Reports|
|Create and manage Report Types||Required||Not needed|
|Object limits||At most 5 objects||Unlimited|
|Record count limits||At most 2,000 records in the view||Unlimited|
|Lookup traversal||Parent-to-child only||No limitations, can go either parent-to-child or child-to-parent|
|Cross-object filters (e.g., Accounts with Opportunities in multiple years)||Minimal or not supported||Fully supported|
|Chained filters across objects (e.g., Accounts whose Opportunities came from specific campaigns)||Not supported||Fully supported|
|Metric filters (e.g., Accounts with Opportunity total value at least $500k)||Not supported||Fully supported|
|"Top-n" queries (e.g., Partner Accounts and their top 5 Opportunities)||Not supported||Fully supported|