on July 25, 2022 (last modified on July 26, 2022) • 7 minute read
Databox was developed to help users visualize metrics from across their most critical tools in a single place. With so many ways to share the data, like Scheduled Snapshots and Looped Databoards, our users have been empowered to build transparency, break down silos, and do work with clear business impact.
We believe that data is about more than just numbers. We want to bring our users even more ways to communicate and share meaningful insights. Most of all, we want to help growing teams and agencies take reporting to a new level through simplicity and the power of automation.
Say hello to Databox Reports.
A Report is a deck-like presentation that includes a combination of data, text, and images in order to add context and provide a record or story of your performance data.
You can access Reports by navigating to the Reports menu item in the lefthand navigation.
There are several ways to create Reports –
This makes the creation of a Report easy no matter where in the Databox app you are.
Now it’s time to explore what we can do with the new Report feature…
This is the customizable cover slide where you can add your, or your client’s logo, choose a background color, or select a background image. Apply to all of your slides or just one. This helps make a more cohesive and visually appealing Report.
You also have the option to reorder slides, duplicate slides, or delete slides from the Reports page. In addition, similar to dashboards, you can name or number slides in the bottom lefthand corner.
You have the option of choosing from six slide types –
This slide type gives you the option to create and write a data story with dynamic elements like metric, value, compare, etc. What makes it super useful is the fact that these dynamic fields are updated automatically and make the monthly reporting much quicker and easier. This ability of the Data Story slide type is accessible on the Side-by-Side layout as well as it is an extension of the text editor.
After you are happy with your Report you can easily share it in one of the following ways-
As you can see, creating and exporting reports with Databox is quite easy. But, we wanted to give you even more options for customization of your reports as well as the ability to drill deeper into your data. So here are some additional functionalities of the Databox Reports –
This can help users make changes to the data they want to see before exporting the report. Now, keep in mind if you make the change in the dashboard in the report it will not make changes in the original dashboard. While any changes you make to the original dashboard will be reflected in the report dashboard.
More often than not you will need to make some final changes to the report before sending it off or sharing it. This is why we added the Remind option, which will send you a reminder at a set time on a daily, weekly, monthly, or quarterly basis.
You can view the schedule for upcoming Report exports on the Scheduled page, and any Reports that have been successfully exported from the Archived page.
Within the Report, you have the option to share the following –
These will show up in a panel on the righthand side of the exported slide and will include information on annotations, alerts, and goals associated with metrics/ datablocks on the included dashboard.
Reports are included in every Databox plan and pricing tier. Here is a breakdown on the feature capabilities available by plan:
Learn more about pricing here.
If you have any questions or need help getting set up, you can visit our Knowledge Base or send us a message at firstname.lastname@example.org and let us know how we can help you with setting up the Report of your choosing.
New to Databox? Start by creating your free account. From there, you’ll be able to connect your data from more than 70 different platforms. Then you can add the metrics to your metrics screen, create data boards, automate your reporting, collaborate with your teammates, and much more. You can even start a trial to try out Reports. Enjoy!
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