Function List

  1. HOME
  2. WebReport for Salesforce
  3. Function List

Function List

Function Name Description
Report Output
Report Creation Output reportsfrom the specifications page or list view of standard/customized objects.
1 click report Creation Output reports in just 1 click from the specifications page or list view of standard/customized objects.
Preview Check the preview before output.
User input Embed user’s input in the report when outputting report.
Automatic numbering Embed automatic serial numbers.
PDF password Configure the passwords for opening PDF reports, or setting certain authorizations
Output Activity History Multiple object related to Activity History can be output to report. Activity History, Accounts and Custom object can be outputted in one report.
Salesforce1
Report creation Create reports with Salesforce1.
Report creation rule
Automatic creation rule By scheduling the timing for report creation, periodically create reports.
Manual creation rule Any user can set up certain rules in advance when creating reports, including setting file name, save location, file format (PDF or Excel), and Chatter notification.
Report storage
Document folder Specify the document folder on Salesforce as output directory.
Notes & Attachments “Notes & Attachments” of Salesforce object records are available as output destination.
CSO ECM association Associated document management by specifying a space on Cloud Shared Office ECM as an output directory.
NEWTo Do Output You can attach a report to each Object’s Task when you create a report.
Overlay management
Space management Manage the Overlays in each space (folder) with tree or list view.
Version management Manage the version of Overlay files when Overlays are modified.
Overlay registration Register the name, description and version of Overlay.
Report definition
Report definition management Register, edit and delete report definitions for created Overlays.
Multi-Overlay Combine multiple Overlays with different designs in one report.
Multi-Object Specify Object for each Overlay. Multiple Object can be outputted in one report.
Mapping Simple mapping by Drag & Drop of Salesforce items to the fields in Excel Overlay.
Auto-mapping Apply a Salesforce item name in an Excel overlay in advance, you can start auto-item mapping when creating a report.
Category Create your original category for a report-definition-object. Display in categories in list-view.
Permission management Configure the access permission for report definitions for users, Salesforce roles and public groups.
PDF security Configure the security options of PDF files when outputing reports.
History View the history of changes in report definition.
Related list search Filter the data in related lists and create reports.
WebReport settings (User management)
Integrated management of WebReport users Register or update multiple Salesforce standard users to WebReport for Salesforce.
Public groups and roles association Synchronize the public groups and Roles on Salesforce with the departments and positions on WebReport.
WebReport settings (Organization management)
Usage amount notification When usage reaches the specified limit, the number of created pages will be notified.
WebReport settings (Report definition settings)
Available objects settings Configure the standard and customized objects used in report definition. You can also create reports from the added objects.
Automatic numbering settings Configure the auto-numbering in report definition.
WebReport settings (Service management)
Usage status View the usage status for a certain period.
WebReport settings (Support)
Support history View the inquiry history.
Support settings Designate a user for inquiry responses.
Report creation history
Report creation history View the history of report name, creator’s name, and time of creation.
Re-create Re-create a report as a new report after having modified some details of the original.
Trail management
WebReport trails Record, manage, and search within all kinds of trails in real-time, including “when, who, and what”.
Overlay design
Excel design Design your overlays with Excel.
Fixed Overlay Create a report with fixed Overlay.
Vertically-convertible Overlay Auto-adjustment of the data field according to the amount of data. For example, display 10 items from top-down on one page, and display the exceeding items on the next page.
Horizontally-convertible Overlay Auto-adjustment of the data field according to the amount of data. For example, display 10 items from left-right on one page, and display the exceeding items on the next page.
Design control Adjust the position of the data field according to the terms of the data. By setting up 15 types of parts, such as header or footer in Excel, you can specify the output position on the report.
Multi-column Overlay Place data on multiple columns in one page, vertically and horizontally.
Page/Column break Place data on the next page or next column according to their terms.
Data grouping Bind the detail data that meet the condition as a unit. Header and footer can be set by this unit, the sum of this unit can also be calculated.
Summary Calculate the sum of the data.
Formulas and functions Calculate with the four arithmetical operations and the SUM function when mapping data.
Barcode Output various types of barcodes, such as QR code.
External images Display external images through http.
Multi-overlay Combine overlays with different designs in one report.
Multi-data Create a report with each Overlay using different data.
Sub-report Insert other reports into a report.
Excel graph Insert Excel Graph in the report. –Supports “xlsx” only.

WebReport for Salesforce Option List

Function Name Description Start Small Medium Large
NEWPDF Option PDF reports are available as file output format.
NEWExcel Option Excel reports are available as file output format.
NEWReport creation rule Option Automatic Creation Settings
By scheduling the creation timing, reports can be automatically created regularly.

Manual Creation Settings
For any user, rules can be set in advance when creating reports.
Rules include: file name, save directory, file format (PDF or Excel), and Chatter notification party.

Multi-Object Creating Settings
Specify objects for each overlay. Multiple objects can be created in each report.