Overview: Onboarding

In this article, we'll outline the recommended setup strategy for Databox users. Each recommended step is designed to help you get completely set up while ensuring you have a greater understanding of tools available to help bring your reporting process to the next level.

HOW TO

How to set up your Account

HOW TO

Invite Users

Your Databox Account is a space for you and your team to create reports and manage company data. Invite your team to this Account to give them the opportunity to use Databox as well. 

Resources: Help Doc #1 | Help Doc #2

Connect Data Sources

By connecting your Data Sources, you're allowing the Databox app to start syncing your data. Once these connections are established, data will continue to sync on an hourly or daily basis to allow for near realtime reports. View a full list of Data Sources integrated with Databox here

Resources: Help Doc

Pro Tip: Each Data Source has different limits in place for how much historical data can be accessed once the initial connection is made. Data that is synced is stored in Databox's own database so more historical data is generated once the Data Source has been connected for a longer period of time. Learn more about how much historical data each Data Source can initially sync here.

Add 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.

Resources: Help Doc #1 | Help Doc #2

Pro Tip: In order to set your team up for long term success, click on the Advanced Setup link in the Goal Setup window so you can add Goal values for future months, weeks, etc.. 

Add Alerts

Automatically and proactively monitor your Goals and get notified about emerging trends using Alerts. Alerts can be sent out via email, push notification, or Slack. Alerts can be sent to any users in the Account, so this is a great way to start incorporating data into your team's routine. 

Resources: Help Doc

Pro Tip: The condition % has increased or decreased by is best for monitoring emerging trends for key Metrics. We recommend setting Alerts for the top 3-5 Metrics per Account.

Add Scorecards

Use Scorecards to stay up-to-date on your top Metrics. These Scorecards can be sent out daily, weekly or monthly via email, push notification, or Slack. Similar to Alerts, you have the ability to select additional recipients of Scorecards. 

Resources: Help Doc

Pro Tip: By default, Metrics selected in your Scorecard will show the comparsion percentage vs the previous period. Click on the gear icon to the right of the Metric to have the Metric compare to a Goal value instead. 

How to create Databoards

HOW TO

Pull in a Template from the Template Directory

The public Template Directory is home to hundreds of prebuilt Databoards that aim to satisfy some more common use cases. 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 the Templates that use may just be a starting point for the Databoards that you plan to build.

Resources: Help Doc

Pro Tip: Use these Templates to see what other companies are reporting on, and get ideas on how you may improve or adjust your own reporting style. 

Add a Datablock from the Datablock Library

The Datablock Library consists of over 3,000 pre-built Datablocks which are combinations of Metrics and Visualizations Types based on the most popular use cases. To use one, simply drag and drop it onto the desired section of your Databoard. Once the Datablock has been added to the Databoard, you can customize it further as you see fit using the righthand Property Manager.  

Resources: Help Doc

Add a Datablock from the Visualization Library

If you want to start with a blank Datablock, you can drag and drop a blank Visualization Type onto your Databoard. You can then use the righthand Property Manager to map this Datablock to a specific Data Source and Metric, select significant Date Ranges, change comparison period, and more. The Property Manager differs depending on the Visualization, so it's worthwhile to test out the functionality of different Visualizations before building your Databoards. 

Resources: Help Doc

Build your Databoards

Building your Databoards takes time and effort, but it's a critical part of the process. Determining the appropriate Metrics allows us to produce valuable reports. Using the appropriate visualization for each Datablock allows us to convey our intended message or highlight key pieces of information. These Databoards will be used in your reporting process moving forward, so don't rush through this step. 

Resources: Help Doc

Use Tags to keep your Databoards organized

Tags are an organizational tool that allows you to differentiate between the reports you've built. You may want to add Tags for different departments in your Company, or for different projects you're working on. Tags makes it so the creator of the Databooard isn't the only one who knows which Databoards need to be used for specific purposes.

Resources: Help Doc

Pro Tip: The same Tags are available for Databoards, Goals, Custom Metrics, and Calculated Metrics. Use these Tags to stay organized as a company and create optimal views for your team.  

How to customize and share your Databoards

HOW TO

Once your Databoards are built, you can create comprehensive reporting decks by looping Daaborads together in Carousel Mode. This also allows you to use the Streaming URL to view the full report and ensure it meets the needs of that audience.  

Resources: Help Doc

Customize Databoards with logos, colors, etc.

Customization options are available from within the Designer.

Resources: Help Doc

    Pro Tip: For paid plans, you can further whitelabel Databox. Learn more here.

Schedule Snapshots of Databoards

Scheduled Snapshots allow you to export Databoards as JPGs or PDFs. They can also help make Databox a regular part of your team's routine by automatically exporting your reports and delivering them via email at a specified day and time. Rather than waiting for your team to seek out the data, you can bring the data to them. 

Resources: Help Doc

Pro Tip If your Databoards are looped in Carousel Mode, you'll have the option to Schedule a Snapshot of the full Carousel of Databoards. 
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us