Report & Automate
Save hours every month and share insights with your team, board, or clients in the format you prefer, instantly.
Choose Slides for live presentations with speaker notes, or Pages for long-form write-ups you can share anytime.
Embed any existing dashboards, metrics, and goals into your reports.
Customize your font, images, logo, and more, to match your company branding.
Run a full-screen presentation with speaker notes, or send a written review for asynchronous review.
Get up and running in minutes. Start from a template or copy an existing report, then customize it further to fit your needs and brand.
Instantly generate AI performance summaries of key metrics in your report, then adjust the tone, length, or details before it ships out.
Insert dynamic fields (metric values, % change, date ranges) that update automatically to the text of your reports
Schedule reports to be delivered automatically via email or Slack on any cadence you choose with a pre-send reminder for review or share an update right from the editor.
Select up to 10 mission-critical KPIs, then have Databox send updates – by email, Slack, or mobile – on your schedule: daily, weekly, or monthly.
Reporting on autopilot: schedule email & Slack sends so updates arrive without lifting a finger.
AI insights built-in: let machine learning surface the “so what” behind every KPI.
Templates for every team: dozens of pre-built reports across marketing, sales, finance, and more slash setup time.
Databox helps you make better decisions, faster. It offers the best of business intelligence, without the steep price or learning curve.
Make better decisions, together.
Share interactive dashboards or automated reports to get the right data to the right people in the right way at the right time.
Measure what matters.
Create custom metrics, track important goals, and curate team spaces to focus on what matters most to your growth.
Know the why behind the what.
Blend data from different sources and use AI summaries to view your data in the full context and draw better conclusions.
Enable “DIY BI”.
Pre-built integrations, metrics, and templates let your team build without code and enable self-serve BI.
Clarity at a glance.
Easily switch visualizations or report formats to help your team understand performance instantly.
Shared version, shared vision.
Create datasets to standardize data, so your team can move faster without second-guessing the source or meaning.
Connect
Integrate data from all your tools.
Prepare
Clean, merge, and structure raw data for deeper analysis
Visualize
Build interactive dashboards anyone can understand
Analyze
Spot trends and uncover insights faster
Share performance updates automatically, in any format.
Plan
Use data to plan with confidence.
What makes Databox different from other reporting tools?
Databox automates the entire reporting workflow – pulling live data into slide- or page-based reports, layering on AI-generated performance summaries, and emailing or Slacking a branded PDF on whatever cadence you set. What sets it apart is a blend of four core advantages:
Beautiful, brand-ready outputs: clear, visually engaging dashboards and reports make performance instantly understandable – and fully customizable to match your brand.
How long does it take to build a report in Databox?
Most users start from a one‑click template, drag‑and‑drop Databoards or metrics into place, add commentary, and hit share – often in under five minutes.
Is there an approval workflow before reports are sent?
A built-in multi-step “approve/reject” workflow isn’t live yet, but you can schedule every report to hit your inbox (or a teammate’s) for review before Databox distributes the final PDF or Slack post. That quick review buffer lets you tweak copy, update commentary, or reschedule the send as needed. A more formal approval flow – with status changes and sign-offs – is already on the roadmap for Growth and Premium plans, so keep an eye on our Product Updates page for the release timeline.
Can I schedule reports to be sent automatically?
Yes. From the share window you can send a report immediately or set a recurring schedule (daily, weekly, monthly, or quarterly) to any email address(es) or Slack channel.
What delivery and export formats are supported for Databox reports?
A report can be:
Can I put my own branding on reports?
Absolutely. You can brand every report with your logo, custom colours, and background images on any plan, and the optional White-Label add-on lets you take it even further – custom domain, branded login page, custom sender address, and removal of all Databox marks. Once you’ve dialled in the look and feel you want, simply save it as a reusable report template so anyone in your company can spin up identical, on-brand reports in one click – no need to restyle each time.
How can I give clients access to their reports?
Pick the access method that fits your workflow:
Can reports be sent only when certain conditions are met (e.g., goal achieved)?
Databox doesn’t yet support conditional report generation. Instead, use Alerts or Smart Alerts to notify stakeholders instantly when a metric crosses a threshold or a goal is hit, and keep a regular report cadence for context.
Is there a limit to the number of reports I can schedule?
No hard cap is listed in any current plan; you can create and schedule as many reports as you need without additional fees.
How is access to my reports secured in Databox?
Databox offers multiple layers of protection: • Encrypted delivery (SSL/TLS) for links and PDFs • Password‑protected or IP‑restricted links • Option to disable date‑range changes for public links • Advanced Security Management add‑on for SSO, 2‑FA enforcement and detailed activity logs.