Back icon
Back to resources

Overwhelmed with Custom Report Requests? Let Processity lend a hand.

By
Paul Bircham
April 16, 2025
2
min read
Product
Salesforce Administrators

The Reporting Struggle is Real

If you’re a Salesforce Admin, this might sound familiar. Your inbox fills up with requests:
“Can you build me a custom dashboard?”
“I need this report by tomorrow!”
“Why can’t I see the full process history for this record?”

Suddenly, you're less of a Salesforce Admin and more of a full-time report builder.

When Everyone Wants Something Different

Each department has its own needs. Sales wants conversion funnels. Support wants case resolution data. Marketing wants campaign attribution paths. And standard Salesforce reports don’t always cut it. They’re fine for surface-level data—but they struggle with deep, process-level insights.That’s when users turn to you. Again. And again.

The Admin Bottleneck

The more time you spend on ad-hoc reports, the less time you have for strategic projects. System improvements? Delayed. Backlog? Growing. Team burnout? Very real. And even worse, business users are stuck waiting. By the time their custom report is built, the moment for action may have passed.

What if Users Could Help Themselves?

Now imagine this instead:  What if teams could build their own process-level analytics—safely and easily? No more one-off requests.  No more back-and-forth clarifications.  Just empowered users with access to the insights they need. That’s exactly what Processity delivers.

Meet Processity’s Self-Service Analytics

Processity lets business users create their own process-level analyses. Its wizard-based interface walks users through the steps. No complex queries. No coding. Just guided, intuitive analytics tailored to their needs. And because it keeps analysis within safe boundaries, you don’t have to worry about data chaos or broken dashboards.

Everyone Wins

With Processity:

  • Users get insights faster
  • Admins get their time back
  • Business teams become more data-savvy
  • Reporting bottlenecks are reduced

Suddenly, you're no longer the single point of reporting failure. You become the strategic partner you were meant to be.

Reclaim Admin Team Time

There will always be a few custom reports you’ll need to build. But with Processity, you can cut the noise. You empower users to help themselves.And best of all?  You free yourself to focus on bigger things—like innovation, optimization, and keeping your org running smoothly. Win-win.

Paul Bircham
Product Manager
linkedin icon

Other articles

Hire us to build a website using this template. Get unlimited design & dev.
Buy this Template
All Templates