Create Meaningful Reports  

Sick of spending hours on reporting? Build dynamic, presentation-style reports in Databox and start automating your reporting process.

3 min read

After reading this guide, you’ll understand…

  • How to build a Report inside Databox
  • Ways to automate your reporting process
  • How to share your Report with your team or clients 
How to Improve Your Reporting Process

Improve Your Reporting Process

Reporting is critical for any business looking to align their team or inform their clients. But the manual reporting process is: 

  • Tedious: Copy and pasting data from all of your sources into a third-party presentation tool is tedious and leaves room for mistakes. 
  • Time-consuming: Gathering all of your data and creating manual reports consumes a lot of your team’s time that could be better spent elsewhere. 
  • Overlooked: Due to the time and effort it takes to create new reports each week or month, reporting can often be left to the last minute, or pushed off completely. 

Skipped reports cost your team valuable insights and alignment. With Databox Reports, you can automate your report process so you never miss a report again. Databox Reports allow your team to: 

  • Build Reports in Databox: Build a presentation-style Report, start to finish, right in Databox. Your connected data will automatically populate in your reports so you can ensure you always have the latest insights. 
  • Automate Reporting: Automation tools like Data Stories, automated data syncs, and scheduled sends help you make reporting a regular part of your business practice. 
  • Share Reports Easily: There are multiple ways to share reports with the teams or clients that need access. 

How to Create Robust Reports

Create Custom, Presentation-Style Reports

Say so long to the days of pulling data from various sources to compile your reports. You can create robust, professional Reports directly in Databox, using the data you already have connected. There are different data elements you can use to build your Reports. Let’s dive in:

Dashboard slides

Include your Databox dashboards as slides in your Report. Dashboards serve as great data overviews in your presentation. First, ensure the dashboard you want to include is created. Then, find the New Slide button in the bottom left hand corner of your screen. Click on the downward arrow and select the Databoard option.
You’ll be prompted to select the dashboard(s) you want to use (you can select multiple at once!) Click Select. You have successfully uploaded dashboards into your report! 


Side-by-side slides

Want to highlight an important metric in your report? Side-by-side slides are great for calling out important data or including an image of your own. Find the New Slide button in the bottom left hand corner of your screen. Click on the downward arrow and select the Side by Side option.
From here, you can select a Metric, Image, or Text for each of the sections. This allows you to include the information you need, and format it the way you want. You can resize these blocks as well.
Tip: You can include Data Stories in the Text section! 


Data Stories

Data Stories are dynamic text elements that allow you to represent and automate your data analysis. These elements include: metric value (example: 3,000 visits), metric name (example: Conversion Rate), date range (example: Last Week), comparison period (example: Previous week), comparison period value (example: 28%), and comparison period percentage. They will automatically sync with your latest data.
To create a data story, click in the text box, click the …button on the toolbar that pops up. Then click, Add Data Story. 

Now that you know how to pull data into your report, it’s time to customize your presentation. Here are a few ways to customize your report:

  • Set a visual theme:
    Choose the colors and images you want to use throughout your presentation. Click Visual Settings at the top of one of your slides. From here, you can select a background color, background image, and add your company logo. Select the box next to Apply to all slides if you want these elements to be consistent across your whole presentation. 

    You can always select different background colors and images on a slide by slide basis. Simply go to the slide you want to change and follow the same process above, but leave the Apply to all slides option unchecked. 
  • Add presentation notes:
    You can add presentation notes underneath each of your slides, just like with traditional presentation tools. The notes section is at the bottom of each slide. Grab the bar with your mouse to lengthen or shorten the note section. You can bold, underline, and italicize text in your notes, and add links. 

Automate Reporting 

Reporting is a manual, time-consuming process for most organizations. Databox offers multiple automation features so you can put reporting on autopilot. Reports pull the most recent data available in Databox automatically so you can ensure you are always reporting the right numbers. 

Features like Data Stories allow you to automate not only the metrics in your reports, but the actual analysis of those metrics. Choose relevant comparison periods, and get automated insights into how your most important metrics are performing. 

Automation is great—but you still want to make sure you’re sharing your best work with your team or clients. This is why we included Reminders for reports. Click Remind Me at the top of your report and you can set up an automated reminder to check your report. You can select the cadence and send time of these reminders so you never miss an important report before it goes out. 

Share Your Report 

There are multiple ways you can share your report with your team or clients. 

  • Send via email or slack: Send your report directly via email. You can send the report to multiple email addresses at once. You can also schedule the email to be sent at a later time of your choosing. You can also send the report via Slack if you have Slack connected to Databox. 
  • Save as PDF: Save your report as a PDF so you can send and share it the way you want to. Hover over your report, click Share. You will be prompted to the Download PDF pop-up. Click Create PDF.
  • Scheduled sends: Hover over the report you want to schedule to send. Click …More and then Schedule Report. A new screen will pop up, allowing you to select how and when you want to schedule your report send. 
Tips & Tricks

3 Quick Tips & Tricks

  1. Archive Your Reports ⬇️

    Keep a record of all your past reports, right in Databox. Archived reports will no longer synced with recent data so you can save your report with the relevant historical data. Archived reports are available to download as PDFs and cannot be edited. In the report you want to archive, select the …More button at the top of the screen, and select PDF Archive.

  2. Get Started with Public Report Templates ⬇️

    Browse our library of public report templates and start reporting with a click. Select a template, and your connected data will automatically populate in the report. From here, you can edit the template to make it your own. Change the visual elements, text, and presentation notes to add your business context. 

  3. Create Custom Account Report Templates ⬇️

    Have recurring reporting needs for your team or clients? Account report templates are a great way for you to automate recurring reports. First, select the report you want to templatize or create a new report. From the report editor, select the …More button at the top of the screen, and then select Save as Template. Follow the prompts on the pop-up screen and click Save.