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