Using Databox

New: Create Reusable Templates in Databox & Save Hours on Client Reports

Design templates in Databox, complete with the data sources, metrics, and visualizations that you need, and save them to your account so that they can be used for any client in just one click.

Monja Dobnik Monja Dobnik on March 30, 2020 (last modified on April 16, 2020) • 1 minute read

How much time do you, or your team, spend creating client reports every month?

Imagine that you only had to create reports once and could easily replicate them across as many client accounts as you need?

Now, you can design your own templates in Databox, complete with the data sources, metrics, and visualizations that you need, and save them to your account so that they can be used for any client in just one click.

No more recreating slides, spreadsheets, or dashboards across dozens of client accounts every month. Instead, connect the required data sources to Databox, create the report once, and replicate it across all client accounts.

You can access these templates from within any client account. The selected metrics and visualizations will populate automatically once the necessary data sources are connected.

Creating Account Templates is as easy as creating new Databoards.

Here’s how it works:

If you have any questions or if you need help getting set up, you can visit our Knowledge Base or send us a message at help@databox.com and let us know which metrics you’d like to track and we’ll help you set up your reports.

For current Databox users, login to your Databox account to start creating your own Templates.

New to Databox? Start by creating your free account.

About the author
Monja Dobnik
Monja Dobnik is Databox's First Product Marketer. She has a curious mind and a head full of ideas that are still waiting to come to life - either in text or video form.
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