Showcase your brand in every report you send. This course helps you customize your reports to reflect your brand's identity, from colors to fonts. Plus, you’ll learn how to white-label reports, use your own domain, and email reports directly from your brand. Impress your clients with sleek, professional branding in every report.
What you'll learn:
Customize report templates with your brand’s colors, fonts, and cover page
White-label your reports by removing Swydo’s branding
Set up custom domains and email configurations
Send branded reports from your own email address for a professional touch
How to Professionally Brand Your Reports in Swydo
Customizing Your Brand Template
Brand templates ensure your reports align with your agency’s identity. Follow these steps:
Steps:
Access the Brand Template Settings:
Click the color palette icon in the top-right menu. (It looks like a painter’s palette.)
Use the default template, or choose one from the available options.
Edit Your Template:
Click the three dots next to a template and select Edit Brand Template.
Customize the following:
Brand Colors: Match your agency’s colors.
Cover Page and Background Image: Add your logo or a custom background.
Fonts: Pick a font that reflects your style.
Chart and Graph Colors: Adjust to align with your branding.
Report Borders and Backgrounds: Add borders or change the background color.
Save Your Template:
Save your changes to ensure consistency across all reports.
You can also access brand templates under the Main Menu.
🎯 Pro Tip: Applying templates across all clients ensures consistent branding without extra effort.
White-Labeling Your Reports
Remove Swydo’s branding for a fully professional look. White-labeling removes distractions and reinforces your agency’s identity, ensuring clients see you—not a third-party tool—as the source of their reports.
Steps:
Go to the White Labeling section in Settings.
Disable the Swydo logo from the report footer.
This makes the report appear as if it’s created directly by your agency, elevating your brand’s professionalism.
Setting Up a Custom Domain
Using a custom domain adds a level of trust and professionalism to your reports. A custom domain ensures clients recognize and trust the URL they’re using to access reports, strengthening your credibility.
Steps:
Navigate to Custom Domain Settings:
Set up a domain that matches your agency, such as reports.agencyname.com.
Follow the Prompts:
Complete the setup by following Swydo’s instructions.
You may need help from your hosting provider or system administrator to configure the domain.
Verify Your Domain:
Once verified, your clients can access reports via the branded URL.
Troubleshooting:
If you hit a snag, check with your hosting provider or system administrator. You can also reach out to Swydo Support for guidance.
Sending Reports from Your Own Email
Make your reports feel even more personal by sending them from your agency’s email. Clients are more likely to trust emails sent from a familiar address, which adds a polished, professional touch.
Steps:
Go to Email Settings.
Configure your email to send reports directly from your domain.
Clients will receive reports from a trusted and familiar source.
🎉 Congratulations! You’ve successfully learned how to professionally brand your reports in Swydo, ensuring every client interaction reflects your agency’s identity and professionalism.
Here’s a quick recap of what you’ve mastered:
✔️ Customize your brand template
✔️ White-label your reports
✔️ Set up a custom domain
✔️ Send reports from your own email
📚 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.