Overview: Onboarding

In this article, we'll outline the recommended implementation strategy for Databox users. Each recommended step is designed to help you get setup in the most efficient way possible while highlighting key tools that can take your reporting process to the next level. 


General Setup

Below, we'll outline the recommended ways to get started setting up your Databox Account.


  1. Invite Users to your Databox Account
    Your Databox Account is a space for your team members to create reports and manage company data. Invite your team to this Account to give them the opportunity to use Databox as well.
    1. Pro Tip: You have the ability to update User permissions as you build out your Databoards and limit certain User's access levels. 
    2. ResourcesIn-App Link || Help Doc #1 || Help Doc #2
  2. Connect your Data Sources
    In order to start building Databoards, you will need to connect all of your Data Sources in the Data Manager section of the app. 
    1. Pro Tip #1: To view a full list of Data Sources available, navigate to the Data Manager in-app and click the + New Connection button.
    2. Pro Tip #2: To view of a full list of Metrics available for a specific Data Source, navigate to the Data Manager in-app and find the connected Data Source you're interested in. Click on the dropdown arrow to the right of the 'Details' button. Select 'Available metrics' from the dropdown list. 
    3. Pro Tip #3: Databox has an integration with Zapier, which allows you to create Zaps to access metrics that are not available through our native connectors. These Zaps may work directly with the Data Source, or they may involve access data from a Google Sheets.
    4. Pro Tip #4: You can request a new integration here.
    5. ResourcesIn-App Link || Help Doc
  3. Set Goals
    Goals are key to making reporting easy to understand and actionable. Learn how to set, monitor and report on Goals in the Databox app.
    1. ResourcesIn-App Link || Help Doc
  4. Configure Alerts
    Automatically and proactively monitor your Goals and recognize any emerging trends in the data using Alerts. Alerts can be sent out via email, Slack or push notifications. By default, these Alerts will go to you as the User configuring them. You have the ability to select additional recipients as well. 
    1. ResourcesIn-App Link || Help Doc
  5. Setup Scorecards
    Use Scorecards to stay up-to-date on key metrics. These Scorecards can be sent out daily, weekly or monthly via email, Slack message or push notifications. 
    1. ResourcesIn-App Link || Help Doc

Creating Databoards

Our next step is to create Databoards in your Databox Account.  


  1. Pull in a Template from the Template Directory
    The public Template Directory is made up of hundreds of prebuilt Templates to satisfy more common use cases. These are continuously created by the Databox team and some expert users. Templates give you the ability to have some of the setup work done for you. Once you pull a Template into your account it is yours to customize so, again, it doesn't need to satisfy 100% of your needs.   
    1. Pro Tip: Use these Templates to see what other users are reporting on, and get ideas on how you may improve/ adjust your own reporting style. 
    2. ResourcesIn-App Link || Help Doc
  2. Add a Datablock from the Datablock Library
    Each individual section on a Databoard is called a Datablock. Similar to the Template Directory, we have the Datablock Library. The Datablock Library is accessible through the Designer tool and allows you to use pre-built Datablocks in your Databoards. The Datablock Library is comprised of the top metrics from each Data Source, and the most popular ways to visualize them. To use one, simply drag and drop it onto the desired section of the Databoard. 
    1. ResourcesIn-App Link || Help Doc
  3. Add a Datablock from the Visualization Library
    If the Datablock you're looking for is not available in the Datablock Library, or if you want to start from scratch, you can drag and drop a blank Visualization Type onto your Databoard. You can then use the righthand Properties Panel to map this Datablock to a specific Data Source and Metric, and view it for different Date Ranges. 
    1. Pro Tip: Regardless of whether you create a Databoard using a Template or Datablocks from the Datablock Library or Visualization Library, you have the ability to customize each Datablock using the righthand Properties Panel in the Designer Tool. 
    2. Resources: In-App Link || Help Doc #1 || Help Doc #2
  4. Use Tags to keep your Account Organized 
    Tags keep your account organized and allow each viewer to create the optimal view(s). Add a tag for different divisions of your company so you know which Databoards were built for which internal audience. 
    1. Pro Tip: You can also use Tags with Goals, Custom Queries and Data Calculations. 
    2. ResourcesHelp Doc #1 || Help Doc #2
  5. Customize Databoards with Colors, Logos, Notes and More
    Customization options are available from within the Designer tool. By customizing these reports, your team has the ability to interpret the data, foster conversations around the data and recognize the value of your daily activities through data. 
    1. Resources: Help Doc #1 || Help Doc #2

Customize and Share your Data


  1. Schedule Snapshots of Databoards
    Scheduled Snapshots help make Databox a regular part of your team's routine. Schedule Databoards to be sent out at a specified date and time to monitor your results. 
    1. ResourcesHelp Doc
  2. Download Mobile App
    The Databox Mobile app provides instant business insights through an intuitive experience tailored for smartphones, tablets and wearables. All Databoards are automatically optimized for Mobile use. By taking advantage of this functionality, you can stay up-to-date on your KPIs wherever you are.
    1. Resources: Help Doc

If you have any additional questions about the Onboarding process, please reach out to [email protected]

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