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Crafting Your Reports
Crafting Your Reports

✨ Create Professional Swydo Reports That Wow Your Clients

Updated over a week ago

Want to create reports your clients will actually love and read? In this course, we’ll teach you how to build beautiful, professional reports from scratch or by using templates. Customize every detail, from headers to charts, and learn to share insights effectively. Whether it’s for a single client or multiple, this course has you covered.

What you'll learn:

  • Create reports from scratch or use templates

  • Define your reporting goals: date range, data sources

  • Customize reports by adding text, images, and headers

  • Clone reports to multiple client pages for bulk edits

  • Navigate your reporting page with filters, search, and status options

  • Share reports with your clients using various methods (PDF, dashboards, etc.)

How to Create Client-Focused Reports in Swydo

Want to create reports that not only deliver data but also impress your clients? This guide will show you how to:

  • Define your report goals

  • Choose between starting from scratch or using a template

  • Customize reports to fit your client’s needs

  • Automate updates and streamline reporting for multiple clients

By the end, you’ll have all the tools you need to create professional, visually appealing, and engaging reports. Let’s get started!

Define Your Report Goals

Before diving into Swydo, take a moment to think about what you want your report to show. Examples include:

  • Growth metrics like follower increases from LinkedIn or Twitter

  • Conversion rates across campaigns

  • Ad performance on platforms like Meta

Clear goals will help you focus on the right data and design the perfect report.

Start Your Report

You can start a report by either:

  1. Using a Template – A quick way to get started with consistent layouts.

  2. Starting from Scratch – Perfect if you want full control over design and content.

Once you’ve made your choice:

  • Select the client the report is for.

  • Choose the data sources to include (e.g., Google Ads, Facebook Ads).

Linked vs. Standard Reports

Here’s an important decision: do you want to link your report to a template or keep it independent?

Linked Reports

  • Changes to the template automatically update all linked reports.

  • Great for saving time when managing multiple clients with similar needs.

Standard Reports

  • Fully customizable (add/remove widgets, adjust layouts).

  • Changes don’t affect other reports.

Important: Once a report is unlinked from a template, it cannot be re-linked. Choose carefully based on your workflow.

Customize Your Reports

Now it’s time to make the report your own:

  1. Add a professional header with your branding.

    • Click the palette icon and choose your brand template.

  2. Resize widgets like bar charts or tables to fit your layout.

  3. Drag and drop widgets to rearrange them.

  4. Highlight important trends by adding images or extra charts.

Save and Reuse Templates

If you create a report that works well for a client, save it as a template:

  1. Go to the three dots menu and choose “Save as Template.”

  2. Find your template in the gallery for future use or to link with other reports.

🎯 Pro Tip: Master templates are a lifesaver when managing campaigns for multiple clients.

Clone Reports for Multiple Clients

If you manage several clients, cloning a report saves time:

  1. Open an existing report.

  2. Click the three dots next to the scheduler and select “Copy Report.”

  3. Choose the client to clone it for and decide whether to include schedules and data sources.

Organize and Find Reports Easily

Your Reporting Page is your go-to spot for managing reports. Here’s how to keep things efficient:

  • Use the search bar to find specific reports by name.

  • Filter by last updated, creation date, or schedule status.

  • Check integrations for each report to see which data sources are connected.

🎯 Pro Tip: Set up automated schedules to send reports at regular intervals—no manual effort required!

Monitor Report Delivery

Want to check if reports were sent successfully?

  1. Go to the three dots menu on the Reporting Page.

  2. Select Send Log to view delivery statuses for scheduled reports.

🎉 Congratulations! You’ve successfully learned how to create professional, client-focused reports that are both insightful and visually engaging.
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Here’s a quick recap of what you’ve mastered:

✔️ Define your report goals
✔️ Create reports from scratch or use templates
✔️ Customize reports
✔️ Automate and streamline reporting
✔️ Share reports effortlessly

📚 Next Steps: Explore more advanced features like custom metrics, report automation, and team collaboration. Don't forget to take a look at Swydo Academy for detailed video tutorials.

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