Need help creating a report template and customizing it to fit your needs? You’re in the right place! Whether you're starting from scratch or using a pre-built template, you can easily tailor it by adding or removing metrics, adjusting visualizations, and linking reports to a master template for bulk updates.
Follow along with this video to learn how to create and customize report templates effortlessly. Save time, ensure consistency, and make your reporting more efficient with these simple steps!
What you'll learn:
How to create a report using a ready-made template or from scratch
How to select clients and data sources for your report
The difference between a standard report and a linked report
How linked reports help you update multiple reports simultaneously
When to link a report to a template vs. keeping it independent
How to customize reports based on whether they are linked or independent
How to save a report as a template for future use
How to create a master template for a client and link multiple reports for easy updates
How to set a time frame and select the right data sources for accurate reporting
Related Content
Explore our gallery of example reports and dashboards to see how Report Templates in Swydo can be tailored to various marketing needs, including PPC, SEO, social media, analytics, eCommerce, call tracking, sales & CRM, and email marketing.