Box reports

Boxly is all about simplicity, and our reports are no exception.

Each box has its own report, making it easy for you to segment your data by department, product, service, or process.

It's all about giving you the information you need to make informed decisions.

Where is my Box report?

To see your Box report, simply click the "Reporting" icon on the left menu and then click on the relevant box.

What's in the Box report?

Each box report contains information about that specific box.
Reports include:

Filter your leads

You can filter your Total leads and Total leads per channel.

• You can filter with:

• Source Filter

• Label Filter

• Location Filter (Available only for accounts on the Location Plan)

Any filters applied will persist across all reports—When you are moving between reports, any filter applied will still be applied when viewing another area of reporting.

Sharing your Box report

Box reports can easily be shared by clicking the share button on the top right. Copy the link and simply share it. The live reporting link will show the report based on the dates and filters you have on the report when you click share.

Improved Share Functionality

When using the share option, the exact data based on the selected filters will be shared.
The user receiving the report can also see the applied filters.
If there is more than one label, users can hover over the label to view all the options selected.