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Today, we’ve made it even easier to replicate reports across multiple client accounts with just one click.
Most agencies have outlines for the monthly reports they deliver for clients. Traditionally, however, they need to hunt, gather, and paste all of the data they include (in the form of screenshots, spreadsheets, etc.) manually every single month for every single client.
In the Databox app, we recommend agencies create Master Templates to use to efficiently onboard clients. Now, you can send a Databoard Carousel of these Master Templates into a client account with just one click.
This works perfectly when you have a template Carousel that you want to replicate across several (or all) of your client accounts.
All you’ll need to do is send that Carousel to the appropriate client account(s), and voilà, the data will populate automatically.
(Note: If you’ve just brought on a new client, or are sending a Carousel to an account without the necessary data sources already connected, you’ll simply be prompted to connect those data sources after you send the Carousel. From there, the data will populate right away.)
Basically what this means is you can create a client report once and send it to any other client accounts without having to repeat yourself.
Here’s a quick demonstration of how it works:
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