If you clicked on this article you probably just created an account with Swydo and for that, I say: Welcome!
We prepared the following list of steps we consider are the best and easiest in order for you to create a great report:
Create a client
Connect a data source
Create a report or dashboard
Add a widget
Fine-tune the widget
Share the report or dashboard
Step 1: Create a client
Click on the Clients tab in the left-side menu. There, click on Add a client.
A client is just a bucket to nicely organize, you guessed it, clients! Clients can be Agency clients, internal clients, Franchisees, you name it. Fill the Client's information in the pop-up window:
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Note the description is optional, so you don't have to fill them in at this point. You can also add them at a later moment.
Step 2: Connect the default data source
A data source is a source which Swydo gets the data from. It usually has two parts, the data provider, like Google Ads, Google Analytics, Facebook, etc, and the actual source, like a specific Google Analytics profile. At the right side of your screen, you'll find the following box:
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In there, click on the Connect a data source button. A popup appears in which you can select a data source from one of the available providers.
Click on one of the "Connect new account" button to start adding your connection. Follow the provided steps and make sure you accept all permissions asked for.
Choose a data source
Once that's done, you'll see the connected account appear on your screen and its available sources select the correct data source for your client and click "Save data source" at the top right.
Step 3: Create a report or dashboard
You can create a report by clicking on the blue "create a report" button at the client's detail page:
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A pop-up will appear and you'll be presented to create a Blank Report or use a Template.
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Step 4: Add a widget
Once the report is created, you can start adding widgets to it. There are two types of widgets:
Widget: Table or chart, for showing one or more metrics.
KPI: Key Performance Indicator, for showing a single metric.
Choose whether you want to add a Widget or KPI by clicking Add a first widget or Add a first KPI in the newly created reports.
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A popup will open showing the data sources you added already.
Click on one of your client's data sources and a list of predefined widgets for that integration will show up.
Step 5: Set up the widget correctly
In the widget settings that show after selecting a widget, you'll see the following tabs appear:
Date range: Setup a custom date range and (optional) compare date range for the widget.
Presentation: Here you can change the title of the widget and the visualization.
Dimensions & Metrics: Select the dimensions and metrics you want to show in your widget, and change the way the widget's sorted.
Filters: Choose to filter the data shown in your widget.
Target (only for KPIs): Add a target to your KPI, so you can show your client the status of the target.
Once you're done, click Save settings and you'll see your widget appear in your report.
Step 6: Share the report
After you have added all widgets and KPIs to make your report look perfect, you can share the report as a Dashboard, an Online Report, or as a PDF and send it directly to your client. To do this, click on the share button at the top right of the report:
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Swydo has many other features, like sending from your own domain. Did you know you can even share dashboards with a customized URL?
Do you need help after reading this article?
Please explore our help center further or reach out to our support team (support@swydo.com). You can also schedule a demo to get an answer to all your questions
Happy reporting,
The Swydo team