Whether you’re crunched for time or simply looking for an easy way to start reporting, Report Templates can help. Templates cover a wide range of integrations and use cases so you can skip the setup and quickly bring your data to life.
Reporting is an essential part of business,but it can be tedious and time-consuming. Traditional reporting can be a strain on your team by:
Despite its importance, reporting can often be left to the last minute. So how can you quickly produce a report when you’re feeling crunched for time? Use a Databox report template and create a presentation-style report almost immediately.
The Report Template Library covers a wide range of use cases and integrations so you can find what you need. Some popular templates include:
To find the report template library in your Databox account, navigate to Reports in the left hand sidebar.
From here, select Public Templates from the bar at the top of the screen.
Once you’re on the public template screen, you can search for specific keywords or phrases. You can also filter by category or integration using the dropdown menus in the top right corner.
If you want to look at the template before uploading your data, hover over the template you want to see and click Preview.
Once you’ve decided which template you want to use, hover over it and click Use Template. If your data source is already connected—congrats! Your data will automatically upload into the report. If not, you’ll be prompted to connect your data source.
That’s it! You’ve created your first report. You can customize the title slide with your own copy, images, and background colors and themes. Fill in the notes section attached to each slide with a description of your data. If you’re using an advanced template, fill in the side-by-side and text slides with your business context.
Have unique reporting needs? We thought so. Templates are easy to customize so you can quickly create a more tailored report. Whether you’re creating a report for a client or for your executive team, Databox reports are easy to customize for your specific audience.
Here’s how:
Archiving your data with reports is a great way to help you visualize and share historical trends. You can use a template to archive your data by selecting a template, and then changing the date ranges on the dashboards and metrics to reflect the time period you want to archive. See how below:
If you want to archive your Google Analytics Universal data before Google sunsets the application, we have specific report templates available. They cover data from the last 24 months so you don’t lose access to your historical data.
Check them out here:
Want to change the visual themes of your report template to better coordinate with your brand elements? From your cover slide, click the Visual Settings button at the top of the slide. From here, you can select the color, images, and logos you’d like to see throughout your report. Want to apply the same visual themes to all of your slides? Click Apply to All Slides at the bottom of the settings screen.
Data stories are dynamic text elements that give context to the data in your reports. Elements like metric value, date ranges, and comparison ranges / values will automatically upload with your most recent data so you can ensure your reports are telling the right story.
Not on our Performer plan? You’re missing out on our advanced report templates that allow you to dig deeper into your data and further interpret your performance.
Advanced reporting features include:
If you’re curious about our advanced report features and want to try it out for yourself, simply click on an advanced report template and start a free trial.