Cloud9 Report Builder

Unleash your Salesforce Data. Quickly, Easily and Securely.

Cloud9 Report Builder - delivered as an Excel add-in - provides you with unrestrained access to Cloud9's on-demand "data warehouse in the cloud" that stores a complete history of everything that has changed in Salesforce.

With its unmatched capabilities, Cloud9 Report Builder lets you build complex data sets just not possible with Salesforce. So you can respond quickly to any ad-hoc reporting request from your sales team. Cloud9 Report Builder's powerful visual report builder easily enables you to perform complex operations such as full multi-way and outer joins across your historical Salesforce data - including all custom fields and objects.

Additionally, Cloud9 Report Builder eliminates the need to build and manage a separate security model or maintain a data store outside of Salesforce for compliance purposes. Reports generated by Cloud9 Report Builder automatically inherit Salesforce's role hierarchy, security model, and administrative settings such as currency, fiscal calendars, and more. Plus Cloud9 Report Builder enables you to create one report and publish to multiple Salesforce users, maintaining the security established within Salesforce and the role hierarchy for each user.

Extend the Power of Cloud9

While Cloud9 Pipeline Accelerator focuses on the Salesforce data relating to the sales pipeline, Cloud9 Report Builder lets you perform analyses on all the data in your CRM system, including all custom fields and objects.


Click to Enlarge

Point. Click. Publish.

  • Link objects, select variables, order columns and sort them quickly and easily
  • Access Cloud9 Report Builder from your Excel toolbar; reports appear instantly in the familiar spreadsheet format.
  • Create one report and publish to multiple Salesforce users, maintaining the security established within Salesforce and the role hierarchy for each user.

Trend and compare

  • Specify any two points in time to create comparative reports.
  • Trend at any frequency across any time interval to show the patterns of movement within the data.
  • Access a complete historical record of your organization and easily create sophisticated time-based and comparison reports.

Make complex reporting easy

  • Overcome traditional reporting limitations.
  • Create reports that normalize currencies across global operations.
  • Calculate sales cycle duration or anything else that depends on the time between two dates.
  • Create role-based reports that can be generalized for broadcast/publication by applying the Salesforce role hierarchy.
  • Leverage full multi-way and outer join support.

Keep your data secure

  • Protect all of the data you access automatically with the security policy already established in Salesforce.
  • Eliminate need to build and manage a separate security model or maintain a data store outside of Salesforce for compliance purposes.
  • Control access to only data that users are authorized to see when creating or consuming a report.