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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.
Hey, we’re Databox.Our mission is to help businesses save time and grow faster. Click here to see our platform in action.
Are you maximizing your business potential? Stop guessing and start comparing with companies like yours.
At Databox, we’re obsessed with helping companies more easily monitor, analyze, and report their results. Whether it’s the resources we put into building and maintaining integrations with 100+ popular marketing tools, enabling customizability of charts, dashboards, and reports, or building functionality to make analysis, benchmarking, and forecasting easier, we’re constantly trying to find ways to help our customers save time and deliver better results.
Tamara is Content Editorial Manager at Databox. She is an SEO aficionado, a coffee addict, and a huge museum lover! When she's not working or writing, she enjoys visiting an art gallery, drinking her 5th coffee with her friends, or playing video games.
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