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Client Overview Page

The Client Overview provides insights into your clients’ reports, goals, alerts, and boards

On this page, you’ll find the following information:

  1. Client Reports – An overview of the reports available for your clients.

  2. Monitoring Goals – The goals currently set up for monitoring.

  3. Alerts – Alerts configured to notify you of important changes or events.

  4. Boards – A quick overview of your key tracking data.

At the top of the Client page, you’ll find a dropdown menu with the following information:

  1. Assignees – Used to easily search and filter clients from the Client Overview.

  2. Labels – Used to easily search and filter clients from the Client Overview.

  3. Client Portal – Shows whether the Client Portal is enabled and, when selected, which data is made available through the portal.

  4. Data Sources – Displays the data sources connected to the client. If any data sources are experiencing issues, there will be a red line around them:

  5. Contacts - which email addresses are scheduled to receive the reports scheduler
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Reports

If you’d like to view all available reports, select “View All” on the right-hand side to see the full list where you can filter on the specific report you need:


You can repeat this process for all sections, including Goals, Alerts, and Boards. You can also create new items in each section by selecting the “+ New…” option.
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When selecting the kebab menu on the report, you can:
1. Apply labels
2. Copy the report
3. Delete the report
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Goals

When accessing "View All" for Goals, you can set the Goal period to choose to view Goals by their set periods or apply a custom date range to all.
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Boards

When accessing "View All" for boards, you can:
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1. Update the date range

2. Add to client Portal

3. Present mode

4. Download as PDF
5. Delete or Copy
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Alerts

When accessing "View All" for Alerts, you can:
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1. Add new Alerts
2. Check status
3. View Historic data
4. Kebab menu: Edit, Pause, Copy, and Delete
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Do you need help after reading this article?
Please explore our help center further or reach out to our support team through the bubble chat or at support@swydo.com. You can also schedule a demo to get an answer to all your questions

Happy reporting,
The Swydo team

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