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Ability to create a custom PDF Report

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Sandra

The ability to create, schedule, edit, approve and send a custom PDF Report– all from inside Databox.

Reports that look like slide decks and can contain a cover slide, text and image slides and/or an image of a full Databoard with a preset Date Range.
Additionally, these PDF Reports can serve as an archive of past reports for reference & be easily shared across your organization.

Tell us how you’re currently building manual reports in the comments below if you’d like early access.


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Sandra

Hi all,

Great news! Our team has completed the development of the Reports feature and is now live in Databox.

Reports allow you to not just analyze your data, but also add context and share insights about your data. With Reports, you can tell a better, more compelling story of what was done, how this impacted performance, and the results of those efforts on your business.

Here is the documentation to help you get started: help.databox.com/article/557-overview-reports.

If you have any questions or want help getting started, don't hesitate to reach out through chat or via email at help@databox.com. We're here to help in any way we can.

We are looking forward to seeing what you're able to do with this new feature!

Sandra from Databox

P.S. We're eager to hear if the Reports feature fit your needs. Feel free to share your feedback with us via chat or email us at help@databox.com. You can also submit any improvement requests you might have directly on the Roadmap.


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Sandra

Status changed to: Live

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Pablo González-Trejo

Great idea... this could be emailed internally...


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Kavya Pillai

Oh, this would be great!
Our biggest hurdle is that we have to download Snapshots and then add them to presentations when it's month-end because the Text and Image blocks within Databoards are too limited. Would save a ton of manual work.

Eagerly waiting for the update!


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Andrew Thomas

We're all-in on Databox, and lead with video over decks - BUT some clients still want the discussion/notes around the Databoards. We've used the Text box field to some success, however this reduces the Databoard's space for the data itself..

Super excited to see what this new update looks like!

Andrew - Digital 22 :)


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Pete Caputa

I just sent a note to Rikki, Andrew. Ask him about it if you want a sneak peek.
Congrats on becoming part of Avidly. That's huge.


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Sandra

Status changed to: In progress