Learn how you can share your reports with Swydo. Whether it’s via email, a live dashboard, or a professionally designed PDF, this course will guide you through every option. Set up one-time or scheduled reports, choose the perfect format, and impress your clients with effortless sharing.

What you'll learn:

Create and customize email templates for sending reports
Schedule report deliveries based on your client’s time zone and frequency needs
Choose between formats: PDF, dashboards, or live presentations
Share reports in the most convenient format for your clients

How to Professionally Share Reports in Swydo

Sharing Reports via Email

Steps:

Send a One-Time Email:
- Choose the report you want to share.
- Click the Share icon and select One-Time Email.
- Write a custom message specific to the report—ideal for special updates or urgent information.
- Click Send when your message is ready.
Schedule Automated Emails:
- Set the frequency to daily, weekly, or monthly.
- Adjust the time zone to match your client’s location.
- Choose how the report is attached: as a PDF, a dashboard link, or a PDF attachment.
- Select the report’s date range and decide whether to compare data with previous months.
- Enable alerts to notify you of any delivery issues or opt out of sending if targets aren’t met.

🎯 Pro Tip: Scheduled emails save time and ensure consistent communication with your clients.

Sharing Live Dashboard

Dashboards provide a dynamic, real-time view of your data, ideal for ongoing projects or clients who prefer live updates.

Steps:

Choose the report dashboard you want to share.
Click the Share icon and generate a Dashboard Link.
Send the link to your client—they can access it anytime for updated data.

Features:

Disable Date Changes: Lock the date range for a fixed-period view.
Enable Date Range Adjustments: Allow stakeholders to monitor data trends over different time frames.

🎯 Pro Tip: Encourage clients to bookmark the link for easy access to updated numbers.

Generating PDFs for Formal Reports

PDFs are ideal for formal reporting, archiving, or sharing with clients who prefer a polished, print-friendly format.

Steps:

Customize your PDF settings to include:
- A cover page with your branding.
- Tailored layout and formatting options.
Generate the PDF and attach it as a link or a document to your scheduled emails.

Presenting Live Reports

Why It Matters

Live presentations make client meetings more engaging and interactive, helping you explain key data points effectively.

Steps:

Use Swydo’s Live Presentation feature to display data directly from the dashboard.
Enhance your presentation with the laser pointer tool to highlight key points.

🎉 Congratulations! You’ve successfully learned how to professionally share reports in Swydo, ensuring your clients receive data in the most effective way possible.

Here’s a quick recap of what you’ve mastered:

✔️ Share reports via email (one-time or scheduled)
✔️ Provide live dashboard access for real-time insights
✔️ Generate PDFs for formal, print-friendly reports
✔️ Present live reports to engage clients in meetings

📚 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.