Say goodbye to manual reporting and hello to automation
At Klipfolio we understand how valuable your time is. Month and year-end reporting can be tedious, which is why we’ve made it easy for you. With Klipfolio's report engine you can export your dashboards and Klips to be included in your reports instantly; saving you time and money.
Elevate your team to adopt a data-driven mindset
Foster a culture of transparency and collaboration with Klipfolio reports. We offer a wide range of report sharing capabilities to give you the flexibility to easily share data in real-time, ensuring your team is always on the same page.
Sharing Made Easy
You can share access to your dashboards and Klips with the click of a button. Download your data visualizations as images or PDFs for one-time sharing across social media and messaging platforms, or a generate a custom URL.
Set up scheduled email snapshots or reports based on individual data visualizations or entire dashboards. Choose the distribution list, timing, and frequency of email updates.
Embed your customized data visualizations into your website or host application, or show off your masterpiece and opt to make your dynamic dashboard public.
Your trusted report engine
Our experience working with 11,000 customers has taught us that there are countless ways to build reports and data visualizations. So we’ve made sure that you have a reporting tool that is built for today's modern data analyst - simple and powerful at the same time. This means building reports and making them easy to share is now possible.
Data visualization, customization, formulas, mash-ups and so much more. Klipfolio is the ultimate side-kick to any reporting analyst's tool kit. We have the functionality and flexibility you've always wanted in a reporting solution.
When building custom reports, you need a flexible and powerful tool right? But aren't those expensive!? Klipfolio wants to help millions of people succeed with data, which is why we offer an enterprise level reporting tool at small business prices. Data shouldn't break the bank.
Klipfolio is not your traditional reporting tool. We believe reporting should be as unique as you are. This is why we have built a reporting solution that takes the best of BI reporting but added a metrics/KPI first experience where your business can now easily manage and track the measures that are most important to you.
Building and publishing PDF reports that can be shared via email is still one of the most common use cases we see. Klipfolio makes it easy to build and automate PDF reports for you, your boss, and even your clients. If your clients want more up to date, self-service reports then we suggest you try building a dashboard report that can be interactive and fun.
Scheduled email reporting in 3 simple steps
Great reports are meant to be shared. How to share your dashboard report in 3 simple steps using Klipfolio:
Step 1: Which dashboard shall we share?
Next to your dashboard name, open the menu tab (Three vertical dots) and then select "Share" then "Email dashboard"...
This will open a dialog, which you can use to send one-off emails to any member of your team (even if they aren't an authenticated Klipfolio user). To set up a scheduled email report, click the link provided in the dialog menu.
Step 2: To which users shall you send?
You can set up scheduled email reports to go out to as many users as you'd like. When you select the "To" field, you will be provided with a list of all your users to choose from. You can also provide a brief note providing some context for the dashboard you are sharing, and choose whether you want to send it as a PDF or image file. My preference is to send image files since many email clients will provide a preview of the image for fast consumption. PDFs are better when you have longer reports to send out.
Step 3: When shall we send?
Click on the "Never" link to prompt the scheduling options to appear. You can set the frequency, the specific day, and send time for scheduled email reports. I want to send my report out on the 2nd day of each month at 8:00am EST (so it's one the first emails they will see when they arrive to work in the morning). Here are the options I've selected:
Reporting vs Dashboarding
There are a lot of terminologies in the industry that can cause confusion.
The difference between reporting and dashboarding is the timeframe used. Reports are snapshots with a static time period, such as last month or last year. Dashboards are updated regularly as new data accumulates.
This difference is certainly a fine line. These terms are often used interachangeably. In practice, we often see our users take a snapshot of a dashboard and publish it as a report daily thru emails, and weekly or monthly as PDF’s that are then used within their way of business for periodic reviews and discussions.
For example, weekly sales reports to discuss how key metrics are tracking.
Dashboards tend to be at a glance, real-time reports. Most often we see our users tracking real-time key performance indicators (KPIs) using their mobile device or on TV’s. Dashboards are really about checking in on the latest results so that you are able to keep on top of things that truly matter to your business as they happen.
For example, a customer support TV dashboard to display how well the team is tracking the number of service calls that are happening today.
Click here to learn more about metrics vs KPIs another two terms that often cause confusion and can be used fairly interchangeably for most of us.
So now you know the difference between reports and dashboards. Did you pick up that I called reports dashboards and dashboards reports! :) I did that on purpose to show you that don’t get hung up on the words and just get what you need from Klipfolio as we do both!
KPI Reporting vs Metrics Reporting
Ok one more quick definition clarification!
The easiest way to distinguish between the two is KPI's (Key Performance Indicators) are usually the most important business measures you want to track.
Think of them as company wide performance objectives with measures you want everyone to be aware of that will drive the results you want.
Whereas metrics are the leading and lagging indicators that have a measurable impact on those KPIs.
For example, sales revenue is a KPI and key metrics that you should track to ensure you hit your sales revenue could be number of sales calls, win ratio's, pipeline, and number of opportunities that will close this qtr.