Scheduled Reports

Streamline Your Reporting Process With Scheduled Reports

In the fast-paced world of data, updating a Report with the latest available information can feel like an impossible task. With Scheduled Reports, you can automatically deliver up-to-date Reports to the right person, at the right time!


3 min read

After reading this guide, you’ll understand…

  • How to automate your Reports to save time and improve efficiency 
  • How to create Report reminders to make timely updates to your insights
Why Automte Your Reports?

Effortlessly Keep Your Reports Up To Date…

Updating your reports with the latest data can take up a lot of your time, especially when you need to report on your performance regularly. Done manually, you’re not just about updating the numbers and screenshots, but also sending reports one by one to stakeholders or clients. Without a way to automate your reporting process, you’ll risk…

  • Falling behind schedule — if your team is trying to balance a lot of important tasks, it’s easy to let repetitive work like updating a report slip down the priority list. 
  • Making mistakes — when you’re rushing to update reports for different clients or teams, you’re more likely to slip up. You might accidentally use the wrong data or even send a report full of sensitive data to the wrong person.

Using Scheduled Reports in Databox, you’ll be able to……

  • Send Reports On Time  – by automating your reporting cadence you’ll ensure that stakeholders and clients receive up-to-date reports on time, without any added work. 
  • Scale your reporting process – automating reports will make it easy to send updated reports to multiple people in one go without sacrificing the accuracy or quality of your insights.
How To Automate Your Reports

How To Automate Your Reports To Save Time 

Let’s say you’re responsible for creating and sharing regular performance reports in your organization. Every week you spend hours gathering insights about the numbers from each team member, updating each report with all of the compiled information, then sending them out individually to the right people in the appropriate channels.

With scheduled reports, you can automate this entire process. In the Report Editor, click Automate and select the delivery option that works best for you. You can choose to have your reports automatically sent via email or to a Slack channel. 

If you choose to deliver your reports via email, you’ll be able to specify email receipts.  Email recipients do not need to have a Databox account. Then: 

  • Select the cadence of your delivery. This can be set as Daily, Weekly, Monthly, or Quarterly.
  • Add a subject for the message and any additional text you would like to include in your email. 

When you’re ready, click Create New Schedule and let Databox handle the rest. 


How To Create Report Reminders To Make Timely Updates

When you’re managing multiple reports, it’s easy to forget to make important updates to your data or insights. By setting up Reminders, you’ll be able to do all of your quality checks before your Reports are sent out so your data is always accurate and valuable to the people receiving them.

So, let’s say you’ve scheduled your Report to be sent out every Friday at 4:00 pm. To give you enough time to review your data, you might want to receive a notification every Thursday morning. 

To set up a reminder, click Remind Me from within the Report editor. Then: 

  • Select Weekly as your frequency
  • Select Thursday for the day of the week you would like to receive the notification 
  • Set the time to 9:00 am 

So, your Reminder would look something like this: ‘Remind Me Weekly Every Thursday at 9:00 am’. 

Once you’re done, click Set New Reminder.

Tips & Tricks

Quick Tips & Tricks

  1. Use Export Schedules To Stay Organized ⬇️

    Using the Schedules tab, you’ll have a record of all of the Report Schedules you have  created in your account. This will allow you to quickly search through all of your automations so you can make changes as needed.

  2. Get Personalized Reports From Databox Experts ⬇️

    Take your reporting to the next level with a little extra guidance. Our team of experts is ready to help you create custom reports tailored to your specific needs and brand. To get started, simply start a chat!

Need more guidance? Check out…