CRMReposAPI®

FREE: Upload and Format

Upload an existing Excel report, apply your CRMReposAPI formatting template, and download a professionally formatted XLSX workbook—all from Salesforce.

The free Upload feature includes:

• Drag-and-drop Excel file upload
• Reusable formatting templates
• Customized report headers and footers
• User, report, company, and instance information
• Export date and time
• Page X of Y numbering
• Excel AutoFilter
• Freeze the first row or column
• Portrait or landscape orientation
• Fit-to-print settings
• Immediate XLSX download

Available with a CRMRepos Subscription

Extend CRMReposAPI beyond file uploads by running current Salesforce reports and distributing personalized report files through CRMRepos.

Run Report

Select and run a Salesforce report directly from CRMReposAPI. The report is retrieved from Salesforce, formatted using your selected template, and prepared for download or distribution.

Run Report capabilities include:

• Run current Salesforce report data
• Support for tabular and Salesforce-formatted reports
• Apply reusable formatting templates automatically
• Download professionally formatted XLSX files
• Schedule recurring report runs
• Distribute reports by email
• Run reports through an authorized master login

Slice & Dice

Run one Salesforce report and automatically divide it into separate, personalized files. Each recipient receives only the records intended for that person or business group.

Reports can be separated by:

• Email address
• Record owner
• User
• Department
• Territory
• Another selected report value

Slice & Dice can also:

• Create an individual Excel file for each recipient
• Remove the distribution email column from the delivered report
• Insert the record count and report run date
• Generate consistent, identifiable filenames
• Apply the selected formatting template to every file
• Protect Excel files with AES-256 encryption
• Email each personalized report to the correct recipient

Choose the Functionality You Need