Public Report Templates

Use Templates To Save Time on Building Reports

Whether you’re crunched for time or simply looking for an easy way to start reporting, Report Templates can help. Templates cover a wide range of integrations and use cases so you can skip the setup and quickly bring your data to life.

3 min read

After reading this guide, you’ll understand…

  • How to use templates to quickly and efficiently create insightful reports
  • Ways you can customize your reports

Reclaim Your Reporting Hours

Reporting is an essential part of business,but it can be tedious and time-consuming. Traditional reporting can be a strain on your team by: 

  • Draining your team’s time—Depending on your reporting cadence, your team may spend hours each week or month pulling data and creating reports. This is time that could be better spent on finishing projects or implementing new strategies. 
  • Falling behind on client reportsClient reporting can feel stressful and leave your team crunched for time. 

When you use report templates in Databox, you’re suddenly able to…

  • Create reports quickly and easily—Report templates will help you shorten the learning curve and begin reporting with confidence so you can spend more time on the work. Your data uploads automatically, so all you have to do is change the text. 
  • Scale client reporting with templates—Use report templates to automate your client reporting process and save hours each month. 

Select a Report Template & Get Started with One Click

Despite its importance, reporting can often be left to the last minute. So how can you quickly produce a report when you’re feeling crunched for time? Use a Databox report template and create a presentation-style report almost immediately.

The Report Template Library covers a wide range of use cases and integrations so you can find what you need. Some popular templates include: 

  • Website Analytics: Google Analytics, GA4
  • Paid Marketing: Google Ads, Facebook Ads, 
  • Lead Generation: HubSpot Marketing, HubSpot CRM 
  • Organic Marketing: Facebook, Instagram, Twitter 
  • SEO: Google Search Console, Semrush 
  • Sales: HubSpot CRM, Salesforce, Pipedrive 

To find the report template library in your Databox account, navigate to Reports in the left hand sidebar. 

From here, select Public Templates from the bar at the top of the screen. 


Once you’re on the public template screen, you can search for specific keywords or phrases. You can also filter by category or integration using the dropdown menus in the top right corner. 

If you want to look at the template before uploading your data, hover over the template you want to see and click Preview. 

Once you’ve decided which template you want to use, hover over it and click Use Template. If your data source is already connected—congrats! Your data will automatically upload into the report. If not, you’ll be prompted to connect your data source. 

That’s it! You’ve created your first report. You can customize the title slide with your own copy, images, and background colors and themes. Fill in the notes section attached to each slide with a description of your data. If you’re using an advanced template, fill in the side-by-side and text slides with your business context. 

Customize Public Templates to Make Them Your Own 

Have unique reporting needs? We thought so. Templates are easy to customize so you can quickly create a more tailored report. Whether you’re creating a report for a client or for your executive team, Databox reports are easy to customize for your specific audience. 

Here’s how: 

  • Brand Assets: Use your unique brand assets like colors, logos, and icons throughout your report. 
  • Add Notes: There are note sections underneath each slide in your report. Use this section to fill out notes for a meeting, explanations of the data, and more! 
  • Add or Delete Slides: Some slides in the report template that don’t make sense for your objective? Delete it! Simply scroll over the slide you want to delete in the left-hand sidebar and click the red “X” button. Want to add a slide (or five)? Click the empty green slide with the “+” sign in the left-hand sidebar. 
  • Try New Metrics, Dashboards, or Data Stories: Swap out the metric in the side-by-side slide for one that makes more sense for you. Replace a dashboard slide with one of your own custom dashboards. Choose a different metric or date range (or both) for a better data story. 

Use Report Templates to Archive Your Data

Archiving your data with reports is a great way to help you visualize and share historical trends. You can use a template to archive your data by selecting a template, and then changing the date ranges on the dashboards and metrics to reflect the time period you want to archive. See how below: 

If you want to archive your Google Analytics Universal data before Google sunsets the application, we have specific report templates available. They cover data from the last 24 months so you don’t lose access to your historical data. 

Check them out here:


Quick Tips & Tricks

  1. Change up your report visuals ⬇️

    Want to change the visual themes of your report template to better coordinate with your brand elements? From your cover slide, click the Visual Settings button at the top of the slide. From here, you can select the color, images, and logos you’d like to see throughout your report. Want to apply the same visual themes to all of your slides? Click Apply to All Slides at the bottom of the settings screen.

  2. Use data stories for quicker, more comprehensive reporting ⬇️

    Data stories are dynamic text elements that give context to the data in your reports. Elements like metric value, date ranges, and comparison ranges / values will automatically upload with your most recent data so you can ensure your reports are telling the right story.

  3. Start a free trial from an advanced report template ⬇️

    Not on our Performer plan? You’re missing out on our advanced report templates that allow you to dig deeper into your data and further interpret your performance.

    Advanced reporting features include:

      • Data stories—Dynamic text elements that give automated context to the data in your reports

      • Side-by-side slides—Split-screen slides that contain a metric visualization or image and a text box. Metrics will automatically upload with the latest data available. Fill in the text box with written business context or data stories

      • Text slides—Text slides to include written copy or data stories

      • More slides—Create reports with 5+ slides

    If you’re curious about our advanced report features and want to try it out for yourself, simply click on an advanced report template and start a free trial.

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