Report & Automate

Share automated reports with stakeholders anytime

Save hours every month and share insights with your team, board, or clients in the format you prefer, instantly.

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Turn monthly reporting marathons into automated insights

Before Databox

  • Copy-pasting screenshots into slides every month.

  • Pulling numbers from multiple tools and spreadsheets by hand.

  • Spending hours writing narrative analysis for every report.

  • Building each deck from scratch and tweaking the same slides over and over.

After Databox

  • Build reports that automatically update with the latest data.

  • Get reports delivered to Slack or email automatically, on your schedule

  • Let AI write your performance summaries in seconds

  • Create branded reports in minutes with one-click templates, you can reuse.

Build beautiful, comprehensive Reports that tell the full story

Databox slide-based report layout with executive summary and performance visualizations

Narrative-ready layouts

Choose Slides for live presentations with speaker notes, or Pages for long-form write-ups you can share anytime. 

Databox report showing embedded dashboards and metrics for comprehensive market overview

Add all the context you need

Embed any existing dashboards, metrics, and goals into your reports. 

Databox report branding customization options for fonts, images, logos, and colors

Make reports more engaging

Customize your font, images, logo, and more, to match your company branding.

Databox live presentation mode with share link functionality for stakeholder reports

Present live or share async

Run a full-screen presentation with speaker notes, or send a written review for asynchronous review.

 

Databox pre-built report templates for marketing, analytics, and performance reporting

One-click setup & duplication

Get up and running in minutes. Start from a template or copy an existing report, then customize it further to fit your needs and brand. 

 

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Get insights in seconds

Databox AI-generated performance summary with automated insights and recommendations

AI-written summaries

Instantly generate AI performance summaries of key metrics in your report, then adjust the tone, length, or details before it ships out.

Databox data stories report with dynamic fields and automatic metric updates

Data Stories

Insert dynamic fields (metric values, % change, date ranges) that update automatically to the text of your reports

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Automatically deliver your latest performance data

Databox automated report scheduling interface for email and Slack delivery

Scheduled or on-demand reports

Schedule reports to be delivered automatically via email or Slack on any cadence you choose with a pre-send reminder for review or share an update right from the editor. 

Databox mobile KPI delivery showing mission-critical metrics on smartphone interface"

Deliver metrics automatically

Select up to 10 mission-critical KPIs, then have Databox send updates – by email, Slack, or mobile – on your schedule: daily, weekly, or monthly.

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Why Databox?

  • Reporting on autopilot: schedule email & Slack sends so updates arrive without lifting a finger.

  • AI insights built-in: let machine learning surface the “so what” behind every KPI.

  • Templates for every team: dozens of pre-built reports across marketing, sales, finance, and more slash setup time.

Get the full Why Databox story

The Databox difference

Databox helps you make better decisions, faster. It offers the best of business intelligence, without the steep price or learning curve.

  • Make better decisions, together.

    Share interactive dashboards or automated reports to get the right data to the right people in the right way at the right time.

  • Measure what matters.

    Create custom metrics, track important goals, and curate Spaces to focus on what matters most to your growth.

  • Know the why behind the what.

    Blend data from different sources and use AI summaries to view your data in the full context and draw better conclusions.

  • Enable “DIY BI”.

    Pre-built integrations, metrics, and templates let your team build without code and enable self-serve BI.

  • Clarity at a glance.

    Easily switch visualizations or report formats to help your team understand performance instantly.

  • Shared version, shared vision.

    Create datasets to standardize data, so your team can move faster without second-guessing the source or meaning.

Explore other steps in the data journey

  • Connect

    Integrate data from all your tools. 
    Explore

  • Prepare

    Clean, merge, and structure raw data for deeper analysis 
    Explore

  • Visualize 

    Build interactive dashboards anyone can understand
    Explore

  • Analyze

    Spot trends and uncover insights faster
    Explore

  • Report & Automate 

    Share performance updates automatically, in any format.

  • Plan

    Use data to plan with confidence.
    Explore

Frequently asked questions

What makes Databox different from other reporting tools?

Databox automates the entire reporting workflow – pulling live data into slide- or page-based reports, layering on AI-generated performance summaries, and emailing or Slacking a branded PDF on whatever cadence you set. What sets it apart is a blend of four core advantages:

  • Cost-effective by design: every paid plan includes unlimited users and unlimited automated reports, so there are no surprise per-user or per-report fees, and pricing stays accessible for growing teams .

  • Exceptionally easy to use: a no-code, intuitive UI means anyone – technical or not – can build and share insights without a steep learning curve .

  • Accessible to every teammate: Databox’s unlimited-user model lets the whole company self-serve data instead of waiting on analysts, removing bottlenecks and speeding decisions .

Beautiful, brand-ready outputs: clear, visually engaging dashboards and reports make performance instantly understandable – and fully customizable to match your brand.

How long does it take to build a report in Databox?

Most users start from a one‑click template, drag‑and‑drop Databoards or metrics into place, add commentary, and hit share – often in under five minutes.

Is there an approval workflow before reports are sent?

A built-in multi-step “approve/reject” workflow isn’t live yet, but you can schedule every report to hit your inbox (or a teammate’s) for review before Databox distributes the final PDF or Slack post. That quick review buffer lets you tweak copy, update commentary, or reschedule the send as needed. A more formal approval flow – with status changes and sign-offs – is already on the roadmap for Growth and Premium plans, so keep an eye on our Product Updates page for the release timeline.

Can I schedule reports to be sent automatically?

Yes. From the share window you can send a report immediately or set a recurring schedule (daily, weekly, monthly, or quarterly) to any email address(es) or Slack channel.

What delivery and export formats are supported for Databox reports?

A report can be:

  • Download a polished PDF –  archive it, attach it, or print it – your choice.
  • Send by email or Slack – Databox delivers a PDF straight to inboxes or channels on whatever cadence you set.
  • Share a secure link – invite viewers to explore the live report privately or publish it publicly.
  • Embed with an iframe – drop the report into any webpage or portal for seamless viewing.
  • Present in full-screen mode – walk stakeholders through every slide, complete with optional speaker notes.

Can I put my own branding on reports?

Absolutely. You can brand every report with your logo, custom colours, and background images on any plan, and the optional White-Label add-on lets you take it even further – custom domain, branded login page, custom sender address, and removal of all Databox marks. Once you’ve dialled in the look and feel you want, simply save it as a reusable report template so anyone in your company can spin up identical, on-brand reports in one click – no need to restyle each time.

How can I give clients access to their reports?

Pick the access method that fits your workflow:

  • Share a live link – make it public or lock it down with password and IP restrictions.
  • Schedule email or Slack sends — PDFs arrive in their inbox or channel on the cadence you set.
  • Embed the report –  drop an iframe into your own portal for seamless viewing.
  • Spin up a Client Account – give them a branded login where they can see dashboards, goals, and archived reports anytime.

Can reports be sent only when certain conditions are met (e.g., goal achieved)?

Databox doesn’t yet support conditional report generation. Instead, use Alerts or Smart Alerts to notify stakeholders instantly when a metric crosses a threshold or a goal is hit, and keep a regular report cadence for context.

Is there a limit to the number of reports I can schedule?

No hard cap is listed in any current plan; you can create and schedule as many reports as you need without additional fees.

How is access to my reports secured in Databox?

Databox offers multiple layers of protection:
• Encrypted delivery (SSL/TLS) for links and PDFs
• Password‑protected or IP‑restricted links
• Option to disable date‑range changes for public links
• Advanced Security Management add‑on for SSO, 2‑FA enforcement and detailed activity logs.